About the role
The Baldwin Group, a nationwide Registered Investment Advisor, is seeking an 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 practice groups to protect assets, optimize incomes, and help clients achieve long-term financial outcomes.
The Financial Wealth Advisor is responsible for providing clients with sound advice regarding their financial planning and investments. Responsibilities include meeting with clients to establish their needs and obtain financial statements, using financial statements and legislation to develop financial plans to maximize profitability or reduce debts and researching investment opportunities for clients.
PRIMARY RESPONSIBILITIES:
- 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.
- Assist in developing comprehensive financial plans focused on goals such as wealth accumulation, retirement readiness, education funding, risk management, tax-aware strategies, and estate considerations.
- Help with portfolio construction and monitoring, including gathering data, updating performance and allocation reports, and organizing recommendations aligned with client goals, risk profiles, and time horizons.
- Participate in client meetings and review cycles, taking notes, preparing summaries, and ensuring timely completion of agreed-upon action items to reinforce trust and retention.
- Respond to routine client inquiries related to accounts, statements, transfers, administrative requests, and basic planning questions, escalating complex issues appropriately and ensuring professional, timely follow-up.
- Learn and effectively use Baldwin’s planning, CRM, and investment platforms to support client onboarding, account maintenance, reporting, and business development activities.
- Coordinate with internal specialists across wealth, retirement, and insurance to help deliver integrated solutions that protect assets, optimize income, and support long-term financial outcomes for clients.
- Maintain accurate and organized client files, meeting notes, and compliance documentation, following internal policies, regulatory requirements, and fiduciary standards.
- Proactively build foundational knowledge of investments, capital markets, tax considerations, and planning strategies, staying current on changes that impact clients’ financial plans.