[Remote] Senior Advisor, Wealth Management - The Baldwin Group Financial Services

Note: The job is a remote job and is open to candidates in USA. The Baldwin Group is a nationwide Registered Investment Advisor seeking a Senior Advisor to join their Financial Services team. The role involves building client relationships, delivering comprehensive financial planning, and managing portfolios to help clients achieve long-term financial outcomes. Responsibilities • Utilize your substantial book of business in Wealth Management to diversify and strengthen our financial portfolio. • Grow and manage a client book through qualified leads, referrals, and proactive outreach, leveraging Baldwin’s holistic asset protection platform for efficient client acquisition and closing. • Deliver comprehensive financial plans spanning retirement, wealth accumulation, insurance, tax‑aware strategies, and estate considerations to protect clients’ assets and incomes. • Construct and maintain portfolios aligned to client goals, risk profiles, and time horizons, coordinating with internal specialists in wealth, retirement, and insurance. • Engage clients through consistent review cycles, performance reporting, and life‑event planning to sustain trust and drive retention. • Collaborate across regions and practices to identify cross‑selling opportunities and deliver integrated solutions under the unified Baldwin brand. • Adhere to fiduciary standards, compliance policies, and documentation requirements while maintaining a high‑touch client experience. Skills • Proficient with MS Office – Word, Excel, PowerPoint, Outlook. • Exceptional communication skills, outgoing personality, and a drive for sales and business development. • Advanced understanding of investment analytics, retirement plans and relevant financial software platforms. • Bachelor's degree and relevant industry designations. • Holds Series 65 or 66 • Possess state Life & Health Insurance License or be willing to obtain within 90 days of hire. • Minimum of 5 years’ experience as a Financial Advisor. • Proven track record in sales, business development and client retention. • Ability to work in a fast-paced environment, multi-task and adapt. Company Overview • The Baldwin Group is an advisory firm that delivers insurance, risk mitigation, and wealth management solutions for businesses. It is a sub-organization of The Baldwin Group. It was founded in 2011, and is headquartered in Tampa, Florida, USA, with a workforce of 1001-5000 employees. Its website is Apply tot his job Apply tot his job