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The Baldwin Group · 2 days ago

Senior Advisor, Wealth Management - The Baldwin Group Financial Services

United States

Full-time

Remote

Senior Level

5+ years exp

The Baldwin Group is a nationwide Registered Investment Advisor seeking a Senior Advisor to join their Financial Services team. The role involves building client relationships, delivering comprehensive financial planning, and managing portfolios to help clients achieve long-term financial outcomes.

CreditEmployee BenefitsFinancial ServicesInsuranceRisk Management

Work & Life Balance

Hiring Manager

JaNaya Rendleman

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

Qualification

Investment analyticsFinancial planningSalesBusiness developmentMS Office proficiencySeries 65Life & Health Insurance LicenseClient retentionCommunication skillsAdaptability

Required

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

Bachelor's degree and relevant industry designations

Holds Series 65 or 66

Possess state Life & Health Insurance License or be willing to obtain within 90 days of hire

Minimum of 5 years' experience as a Financial Advisor

Proven track record in sales, business development and client retention

Ability to work in a fast-paced environment, multi-task and adapt

Company

The Baldwin Group

The Baldwin Group is an advisory firm that delivers insurance, risk mitigation, and wealth management solutions for businesses. It is a sub-organization of The Baldwin Group.

Founded in 2011

Tampa, Florida, USA

1001-5000 employees