What are the responsibilities and job description for the Senior Wealth Advisor - The Baldwin Group Financial Services position at The Baldwin Group?
The Baldwin Group, a nationwide Registered Investment Advisor, is seeking a Senior Advisor to join our Financial Services team. As a Wealth Management Financial 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.
Job Responsibilities
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.
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Compensation starts at $100,000 annually and is negotiable at time of hire.
Click here for some insight into our culture!
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.
Job 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.
- 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 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. Occasional travel may be required.
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.
IND1
Compensation starts at $100,000 annually and is negotiable at time of hire.
Click here for some insight into our culture!
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.