FewerJobs.
All jobs

Senior Wealth Advisor - The Baldwin Group Financial Services

Baldwin Insurance Group INC Class - 6 Locations

Posted Jun 6, 2026

Benefits

Parental leave
Not verified
Non-birth-parent leave
Not verified
Family-building benefits
  • Fertility benefits: Not verified
  • Adoption assistance: Not verified
  • Surrogacy assistance: Not verified
Mental health support
Not verified
Relocation assistance
Not verified
Childcare support
Not verified
Learning budget
Not verified
Verification
Not verified
Salary
Not verified

Was this benefit information wrong? Tell us.

Market context

U.S. role benchmark (BLS OEWS)
$106,409 U.S. median for this role
Projected growth (BLS Employment Projections)
+7.7% - Faster than average

U.S. benchmark only; posted salary is not compared across countries or currencies.

Matched to SOC 13-2011 - Finance aggregate by role bucket.

Source: U.S. Bureau of Labor Statistics, OEWS, May 2024 and Employment Projections, 2024-2034.

Role

Role function
Finance From the posting source checked Jun 20, 2026
Seniority
Senior From the posting source checked Jun 20, 2026

Schedule

Shift type
Not verified
Weekend work
Not verified

Company

Company stage
Public-company From the posting source checked Jun 20, 2026

Application

Cover letter
Not verified
Assessment
Not verified
Deadline
Not stated

Where they hire

State eligibility is not yet verified.

About this role

Senior Wealth Advisor - The Baldwin Group Financial Services 6 Locations The Baldwin Group Wealth Advisors, LLC is an independent RIA firm offering financial planning and investment advice for individuals, and fiduciary retirement plan services to corporations. We pride ourselves in being a high touch organization that is highly competent, proactive, and responsive. Due to our continued growth, the Wealth Management division currently has an opening for a Senior Wealth Advisor. As a Senior Wealth Advisor, you will build and deepen client relationships, deliver comprehensive planning, and manage portfolios using Baldwin's integrated advice platform. You'll collaborate across practices to protect assets, optimize incomes, and help clients achieve long‑term financial outcomes. PRIMARY 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. KNOWLEDGE, SKILLS & ABILITIES Proficient

Read the full description at baldwin.wd1.myworkdayjobs.com. FewerJobs shows a preview and links to the original posting.

Apply at baldwin.wd1.myworkdayjobs.com

Apply link verified; last checked Aug 3, 2026.

What verified means

Verified means a displayed claim has field-level provenance to a source FewerJobs pulled: a government or employer source, or the original job posting. Posting-sourced facts are employer-stated and are labeled separately from government records.

Related jobs