Wealth Management Advisor
Baldwin
About this role
The Baldwin Group is seeking a Wealth Management Advisor to support senior advisors in delivering comprehensive wealth management and financial planning services. The role involves assisting with client engagement, plan development, portfolio monitoring, and using Baldwin’s integrated advice platform. It offers an opportunity for a motivated professional with early-career experience to grow a long-term career in wealth management.
Skills
About Baldwin
baldwin.comWe offer tailored insurance and risk management solutions for individuals, families & businesses. Empower yourself with peace of mind. Contact us today.
Recent company news
About Baldwin
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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View leadership team, funding history,
and employee contacts for Baldwin.
Salary
$65k
per year