Baldwin Jimek

Senior Wealth Advisor - The Baldwin Group Financial Services

Baldwin Jimek

1 day ago
Remote
Full Time
Senior
1 applicant
Baldwin Jimek
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About this role

The Baldwin Group is seeking a Senior Advisor to join their Financial Services team as a Wealth Management Financial Advisor. The role involves building client relationships, delivering comprehensive financial plans, and managing investment portfolios to help clients achieve their financial goals.

Skills

Qualifications

Bachelor's degreeSeries 65 or 66State Life & Health Insurance License
Baldwin Jimek

About Baldwin Jimek

baldwin.com

We offer tailored insurance and risk management solutions for individuals, families & businesses. Empower yourself with peace of mind. Contact us today.

About Baldwin Jimek

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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