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Baldwin Risk Partners
Wealth Advisor
Remote · United States · Full time · Mid level
$80k / year
About the role
Join The Baldwin Group as a Wealth Advisor to build client relationships, deliver financial planning, and manage portfolios. Collaborate across teams to protect assets and help clients achieve long-term financial goals.
What you’ll do
• Grow and manage client book through leads and referrals. • Develop comprehensive financial plans for clients. • Assist with portfolio construction and monitoring. • Participate in client meetings and review cycles. • Respond to routine client inquiries and escalate complex issues.
What you’ll bring
• Proficient with MS Office and strong communication skills. • 3-5 years financial services or related experience. • Bachelor’s degree preferred in Finance or related field. • Series 65 or 66 and Life & Health Insurance License required or obtained within 90 days. • Strong organizational skills and client service mindset.
Life at Baldwin Risk Partners
The Baldwin Group offers a collaborative culture with opportunities for learning and growth. Occasional travel may be required.
About Baldwin Risk Partners
The Baldwin Group is a nationwide Registered Investment Advisor providing integrated financial services to help clients protect assets and optimize income.