Wealth Management Advisor
Baldwin Jimek(11 days ago)
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.
Required Skills
- Financial Planning
- Customer Service
- Investment Principles
- Portfolio Management
- Communication
- Data Analysis
- Relationship Management
- Financial Reports
- Financial Software
- Tax Strategies
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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