Senior Wealth Advisor - The Baldwin Group Financial Services

The Baldwin Group Wealth Advisors, LLC is an independent RIA firm offering financial planning and investment advice for individuals, and fiduciary retirement plan services to corporations. We pride ourselves in being a high touch organization that is highly competent, proactive, and responsive.

Due to our continued growth, the Wealth Management division currently has an opening for a Senior Wealth Advisor. As a Senior Wealth Advisor, you will build and deepen client relationships, deliver comprehensive planning, and manage portfolios using Baldwin’s integrated advice platform. You’ll collaborate across practices to protect assets, optimize incomes, and help clients achieve long‑term financial outcomes.

PRIMARY RESPONSIBILITIES:

• 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.

KNOWLEDGE, SKILLS & ABILITIES

• Proficient with MS Office – Word, Excel, PowerPoint, Outlook.

• Exceptional communication skills, outgoing personality, and a drive for sales and business development.

• Advanced understanding of investment analytics, retirement plans and relevant financial software platforms.

EDUCATION & EXPERIENCE:

• 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.

Other:

Ability to work in a fast-paced environment, multi-task and adapt. Occasional travel may be required.

IMPORTANT NOTICE:
This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodation to applicants and colleagues who need them for medical or religious reasons.

Compensation starts at $100,000+ annually and is negotiable at time of hire.

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The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.