Senior Retirement Advisor

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🕒 March 19

🌽 Illinois, New Jersey, +2 more states – Remote

🌽 Illinois – Remote 🏖️ New Jersey – Remote 🦀 Maryland – Remote 🔔 Pennsylvania – Remote

💵 $100k / year

⏰ Full Time

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

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The Baldwin Group

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

💸 Finance

🤝 B2B

💰 $170M Post IPO debt on 2023-10

Finance • B2B

The Baldwin Group is a national advisory firm specializing in risk management and insurance brokerage, offering comprehensive solutions for businesses and individuals. It provides commercial insurance, employee benefits, retirement consulting, private risk and wealth management services, plus specialty offerings like reinsurance and MGAs, tailoring strategies to protect assets and support growth. The firm emphasizes collaboration, market insights, and customized plans for companies across industries as well as high-net-worth individuals.

📋 Description

• Gathers information on employer-sponsored retirement plans and develops tailored recommendations for prospective plan sponsor clients; • Communicates with clients, prospects, recordkeepers, TPAs, insurance company partners, and internal service teams to advance retirement plan opportunities; • Finalizes the sale and implementation of group retirement plans by coordinating required paperwork and collection of deposits; • Develops prospects by attending industry affiliations, engaging in networking events, and generating referrals; • Responsible for coaching, mentoring, and managing the professional development of colleagues within the retirement practice; • Maintains an understanding of the group retirement and institutional investment marketplace.

🎯 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 • Professional development opportunities