Wealth Advisor: Grow Clients with Holistic Planning

Baldwin Group Colleague, Inc.; Irvine (CA); On-site; USD 80,000 - 110,000; Full time

Job summary

The Baldwin Group seeks a Wealth Management Financial Advisor to build and deepen client relationships, deliver comprehensive planning, and manage portfolios using Baldwin’s integrated advice platform. You will collaborate across practice groups to protect assets, optimize incomes, and help clients achieve long-term financial outcomes.

Ideal candidates will have 3–5 years in financial services with a Bachelor’s degree, relevant licenses, and strong communication skills to guide clients through

Qualifications

• Bachelor’s degree in Finance, Business, Economics, Accounting or related field.
• 3-5 years of experience in financial services, wealth management, or related client service role.
• Series 65 or 66 and state Life & Health Insurance License may be required or obtained within 90 days.

Responsibilities

• 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.
• Assist in developing comprehensive financial plans focused on goals such as wealth accumulation, retirement readiness, education funding, risk management, tax-aware strategies, and estate considerations.
• Help with portfolio construction and monitoring, including gathering data, updating performance and allocation reports, and organizing recommendations aligned with client goals, risk profiles, and time horizons.
• Participate in client meetings and review cycles, taking notes, preparing summaries, and ensuring timely completion of agreed-upon action items to reinforce trust and retention.
• Respond to routine client inquiries related to accounts, statements, transfers, administrative requests, and basic planning questions, escalating complex issues appropriately and ensuring professional, timely follow-up.
• Learn and effectively use Baldwin’s planning, CRM, and investment platforms to support client onboarding, account maintenance, reporting, and business development activities.
• Coordinate with internal specialists across wealth, retirement, and insurance to help deliver integrated solutions that protect assets, optimize income, and support long-term financial outcomes for clients.
• Maintain accurate and organized client files, meeting notes, and compliance documentation, following internal policies, regulatory requirements, and fiduciary standards.
• Proactively build foundational knowledge of investments, capital markets, tax considerations, and planning strategies, staying current on changes that impact clients’ financial plans.

Skills

Client relationship management

Sales orientation

Communication skills

Attention to detail

Education

Bachelor’s degree in Finance, Business, Economics, Accounting or related field

Tools

MS Office

CRM software

Investment platforms

Job description

The Baldwin Group seeks a Wealth Management Financial Advisor to build and deepen client relationships, deliver comprehensive planning, and manage portfolios using Baldwin’s integrated advice platform. You will collaborate across practice groups to protect assets, optimize incomes, and help clients achieve long-term financial outcomes.

Ideal candidates will have 3–5 years in financial services with a Bachelor’s degree, relevant licenses, and strong communication skills to guide clients through