Retirement Consultant

The Baldwin Group

Retirement Plan Consultant advising sponsors and growing retirement-plan business for The Baldwin Group. Delivering investment analysis, plan reviews, participant education, and client service.

Posted 8/12/2026full-timeIrvine • California • 🇺🇸 United StatesMid-LevelSenior💰 $110,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in retirement business management, client relationship development, and regulatory compliance while achieving service and growth goals. Proficient in delivering client education and maintaining accurate records in CRM systems.

Highest-signal resume keywords

Series 65 LicenseBachelor's DegreeClient Management ExperienceRetirement Products KnowledgeMicrosoft Office Suite Proficiency

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Investment AnalysisPlan ManagementQuantitative SkillsAnalytical SkillsCRM Management

Soft Skills

Strong Communication SkillsAttention to DetailOrganizational SkillsAbility to PrioritizeFlexibility Under Stress

Tools & Technologies

Microsoft TeamsRPAGRedtailSalesforce

Certifications & Qualifications

Series 65CPFAAIFQKACFPCFA

Industry Keywords

Retirement BusinessClient ServicePlan SponsorsWellness SeminarsRegulatory Policies

About the role

Key responsibilities & impact

Assist in managing strategic planning, consulting, guidance, marketing, investment analysis, and servicing for the assigned retirement business
Build the retirement consultant book of business
Develop and maintain relationships with retirement plan sponsors
Deliver prompt and proactive client service
Produce and deliver plan review meetings in person or virtually
Deliver participant education and wellness seminars in person or virtually
Achieve service, growth, and retention goals for the assigned book of business
Lead a team and achieve goals
Ensure conformance with company guidelines and regulatory policies
Maintain and update the CRM for existing customers in real time

Requirements

What you’ll need

Series 65 and state insurance license required; if not currently held, required within 90 days of employment
Bachelor’s degree required
3–5 years of demonstrated advisory, client management, and plan management experience preferred
CPFA, AIF, QKA, CFP, and/or CFA preferred
Broad background in retirement products and general investment matters
Strong written and verbal communication skills
Strong quantitative and analytical skills
Advanced proficiency in Microsoft Office Suite: Word, Excel, PowerPoint, and Outlook
Experience with Microsoft Teams, RPAG, Redtail, and Salesforce
Ability to learn other appropriate programs or software systems
Ability to remain flexible and focused during stressful situations
Attention to detail and accuracy
Ability to express complex concepts clearly and concisely
Highly organized with the ability to prioritize multiple assignments and deliver high-quality results

Benefits

Comp & perks

Hybrid work arrangement
Regional travel up to 10% of the time may be required
Reasonable accommodations for medical or religious reasons