Senior Advisor, Wealth Management - The Baldwin Group Financial Services
Baldwin Jimek(1 month ago)
About this role
A Senior Advisor at The Baldwin Group is a wealth management professional on the Financial Services team who advises clients on comprehensive financial planning and investment strategies using Baldwin’s integrated advice platform. The role focuses on serving existing clients and high-net-worth households while collaborating with internal specialists to support long-term financial outcomes.
Required Skills
- Client Acquisition
- Business Development
- Financial Planning
- Portfolio Management
- Asset Protection
- Retirement Planning
- Insurance Planning
- Tax Strategies
- Estate Planning
- Compliance
+6 more
Qualifications
- Bachelor's Degree
- Series 65
- Series 66
- State Life & Health Insurance License
About Baldwin Jimek
baldwin.comWe offer tailored insurance and risk management solutions for individuals, families & businesses. Empower yourself with peace of mind. Contact us today.
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