[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 aSenior 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 ofThe 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