Senior Wealth Advisor
Baldwin Jimek(1 month ago)
About this role
The Baldwin Group is hiring a Senior Advisor for its Financial Services team to serve as a Wealth Management Financial Advisor within the firm's integrated advice platform. The role centers on delivering comprehensive wealth management services and working across practice groups to support clients nationwide. This position aligns with Baldwin’s holistic approach to insurance, risk management, and asset protection.
Required Skills
- Client Acquisition
- Financial Planning
- Portfolio Management
- Investment Analytics
- Retirement Planning
- Estate Planning
- Sales
- Business Development
- Compliance
- Microsoft Office
Qualifications
- Bachelor's Degree
- Series 65
- Series 66
- State Life & Health Insurance License
- 5 Years Experience
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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