Role overview

Qualifications

Bachelor's degree and relevant industry designations
Holds Series 65 or 66 and Life/Health Insurance license (or willing to obtain within 90 days of hire)
Minimum of 5 years of experience as a Financial Advisor with a proven track record in sales, business development, and client retention
Proficient with MS Office and possess strong communication skills; advanced understanding of investment analytics and retirement planning

Responsibilities

Grow and manage a client book through qualified leads, referrals, and proactive outreach, leveraging Baldwin’s asset protection platform for client acquisition and closing
Deliver comprehensive financial plans spanning retirement, wealth accumulation, insurance, tax-efficient strategies, and estate considerations
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 regular review cycles, performance reporting, and life-event planning to sustain trust and drive retention

Key facts

Remote from: United States
Full time
Senior (5-10 years)
Wealth Management Advisor
English

Other skills

Sales
Record Keeping
Ethical Standards And Conduct
Microsoft Office
Communication
Adaptability
Multitasking
Interpersonal Communications
Teamwork
Detail Oriented
Relationship Building

About the company

The Baldwin Group

BRP is now The Baldwin Group! We’ve updated our name to reflect our unified group of talented teams across the country. The Baldwin Group is a cohesive group of experts in business insurance, employee benefits, retirement planning, and all areas of private and personal insurance. Since our founding in 2011, we’ve evolved from a local business into a national firm with a vast network of specializations and industry practices for the benefit of our more than two million clients across the country. In addition, we have built excellent relationships with a wide range of insurance company partners. These relationships, coupled with our entrepreneurial and family-oriented culture, and deep expertise enable us to seamlessly deliver a breadth of innovative solutions to clients. At The Baldwin Group, we help provide the solutions our clients need to have confidence and gain peace of mind as they pursue what’s possible for themselves, their families, and their businesses. Whether they are renting their first apartment or buying a larger home, opening a small business or taking their company public, we offer solutions to support them on every step of their journey. This has been our story since the beginning—we provide the indispensable expertise and quality insights that give our clients peace of mind to pursue their purpose, passion, and dreams. And that’s what The Baldwin Group will continue to do for years to come: we protect the possible.

Company details

Company size1001 - 5000

Links

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Job description

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:

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

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.

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.

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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.