Wealth Advisor - The Baldwin Group Financial Services

The Baldwin Group is seeking a Wealth Advisor to join its Financial Services team, where you will build and deepen client relationships, deliver comprehensive financial planning, and manage portfolios using an integrated advice platform. The role involves collaborating across practice groups to protect assets, optimize incomes, and help clients achieve long-term financial outcomes. You will provide sound advice on financial planning and investments, meeting with clients to establish their needs and develop plans to maximize profitability or reduce debts.