Senior Retirement Plan Advisor

Baldwin Group Colleague, Inc.; Irvine (CA); Hybrid; USD 99,000 - 121,000; Full time

Job summary

The Baldwin Group in Irvine, California, is seeking a Retirement Plan Consultant to manage strategic planning, client relationships, and plan consulting for a diverse book of retirement business.

You will conduct plan reviews, educate participants, and collaborate with sales and advisory teams while maintaining compliance and quality service. A Bachelor's degree, Series 65 and state insurance license within 90 days, and 3–5 years of advisory experience are required; CFP/AIF/CPFA/CFA preferred.

Qualifications

• Bachelor's degree required.
• Series 65 and state insurance license required within 90 days of employment.
• 3-5 years advisory/client management/plan management experience preferred.
• Certifications: CPFA, AIF, QKA, CFP, CFA preferred.

Responsibilities

• Develop and maintain relationships with retirement plan sponsors focusing on client satisfaction and retention.
• Deliver plan review meetings (in-person or virtual) and participant education/seminars.
• Understand our business, products, and services to provide appropriate retirement guidance.
• Maintain CRM and ensure compliance with company guidelines and regulatory policies.

Skills

Relationship management

Communication

Retention strategies

Problem solving

Education

Bachelor's degree

Series 65 license

State insurance license

Tools

Microsoft Office Suite

Microsoft Teams

RPAG

Redtail

Salesforce

Job description

The Baldwin Group in Irvine, California, is seeking a Retirement Plan Consultant to manage strategic planning, client relationships, and plan consulting for a diverse book of retirement business.

You will conduct plan reviews, educate participants, and collaborate with sales and advisory teams while maintaining compliance and quality service. A Bachelor's degree, Series 65 and state insurance license within 90 days, and 3–5 years of advisory experience are required; CFP/AIF/CPFA/CFA preferred.