Senior Wealth Advisor
The Baldwin Group
full-time
Posted on:
Location Type: Hybrid
Location: Bethesda • Illinois • Maryland • United States
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Salary
💰 $100,000 per year
Job Level
About the role
- Utilize your substantial book of business in Wealth Management to diversify and strengthen our financial portfolio.
- Grow and manage a client book through qualified leads, referrals, and proactive outreach, leveraging Baldwin’s holistic asset protection platform for efficient client acquisition and closing.
- Deliver comprehensive financial plans spanning retirement, wealth accumulation, insurance, tax-aware strategies, and estate considerations to protect clients’ assets and incomes.
- Construct and maintain portfolios aligned to client goals, risk profiles, and time horizons, coordinating with internal specialists in wealth, retirement, and insurance.
- Engage clients through consistent review cycles, performance reporting, and life-event planning to sustain trust and drive retention.
- Collaborate across regions and practices to identify cross-selling opportunities and deliver integrated solutions under the unified Baldwin brand.
- Adhere to fiduciary standards, compliance policies, and documentation requirements while maintaining a high-touch client experience.
Requirements
- Holds Series 65 or 66 (or equivalent) and maintains all required registrations and continuing education.
- Bachelor’s degree in Finance, Business, Economics, Accounting or a related field preferred.
- Advanced industry designations such as AIF®, CFP®, CPFA®, CEBS®, C(k)P® or similar are strongly preferred.
- Possesses a state Life & Health Insurance License or is willing to obtain within 90 days of hire.
- Minimum of 5 years’ experience as a Financial Advisor, Retirement Plan Advisor, or in a closely related institutional retirement role, with a proven focus on employer-sponsored plans.
- Proven track record in sales, business development, and client retention within the group retirement or institutional market.
Benefits
- Health insurance
- Retirement plans
- Paid time off
- Flexible work arrangements
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial planningportfolio managementrisk assessmenttax-aware strategiesasset protectionclient acquisitionperformance reportinglife-event planningcross-sellingsales development
Soft Skills
client relationship managementcommunicationcollaborationtrust buildingproactive outreachproblem solvingorganizational skillsretention strategiesnegotiationleadership
Certifications
Series 65Series 66AIF®CFP®CPFA®CEBS®C(k)P®Life & Health Insurance LicenseBachelor’s degree in FinanceBachelor’s degree in Business