Wealth Advisor - The Baldwin Group Financial Services
Core
Build and deepen client relationships to deliver comprehensive financial planning, portfolio management, and integrated wealth solutions.
Role type
Wealth Management Financial Advisor
Builds
Client financial plans, investment portfolios, and holistic asset protection strategies
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
Client relationship management, financial planning, portfolio construction, regulatory compliance, data analysis, MS Office proficiency
Preferred skills
Series 65/66 license, Life & Health Insurance License, sales support experience
Technologies
Baldwin's integrated advice platform, CRM systems, investment platforms
Responsibilities
Grow and manage a client book through leads and referrals; Develop comprehensive financial plans for wealth accumulation and retirement; Monitor and adjust investment portfolios; Coordinate with internal specialists for integrated solutions; Maintain accurate client files and compliance documentation.
Seniority
Mid-level, hands-on IC