Wealth Advisor

🔥 1 minute ago

🇺🇸 United States – Remote

💵 $80k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

👻 Ghost score 0%

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The Baldwin Group

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

💼 Consulting

🏥 Healthcare

⚖️ Legal

💰 $170M Post IPO debt on 2023-10

Consulting • Healthcare • Legal

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

• Build and deepen client relationships and manage a client book through qualified leads, referrals, and proactive outreach • Deliver comprehensive financial planning for wealth accumulation, retirement readiness, education funding, risk management, tax-aware strategies, and estate considerations • Gather client financial statements and develop plans to maximize profitability or reduce debts • Assist with portfolio construction and monitoring, including performance and allocation reports • Participate in client meetings and review cycles, prepare summaries, and track action items • Respond to routine client inquiries about accounts, statements, transfers, administrative requests, and basic planning questions • Use planning, CRM, and investment platforms for onboarding, account maintenance, reporting, and business development • Coordinate with wealth, retirement, and insurance specialists to deliver integrated solutions • Maintain accurate client files, meeting notes, and compliance documentation • Build knowledge of investments, capital markets, tax considerations, and planning strategies

🎯 Requirements

• Bachelor’s degree in Finance, Business, Economics, Accounting or a related field preferred • 3-5 years of experience in financial services, wealth management, banking, or a related client service role; internships, co-ops, or equivalent experience will be considered • Series 65 or 66 and state Life & Health Insurance License may be required or obtained within 90 days • Demonstrated experience in customer service, sales support, or relationship management, ideally in a professional or financial services environment • Proficient with MS Office – Word, Excel, PowerPoint, Outlook • Strong verbal and written communication skills • Foundational understanding of investment principles, asset allocation, risk/return tradeoffs, and personal financial planning concepts • Strong attention to detail and organizational skills • Ability to manage multiple tasks, meet deadlines, and maintain accurate records • Comfort working with data and reports, including performance reports, statements, and allocations • Ability to work in a fast-paced environment, multitask, and adapt to changing priorities

🏖️ Benefits

• Remote work arrangement • Occasional travel for client meetings and internal training or events