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Wealth Advisor - The Baldwin Group Financial Services

Baldwin Insurance Group INC Class - Irvine, California, US

Posted Jun 10, 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
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401(k) match
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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
Mid 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

Wealth Advisor - The Baldwin Group Financial Services Irvine, California, US The Baldwin Group, a nationwide Registered Investment Advisor, is seeking an Advisor to join our Financial Services team. As a Wealth Management Financial Advisor, you will build and deepen client relationships, deliver comprehensive planning, and manage portfolios using Baldwin's integrated advice platform. You'll collaborate across practice groups to protect assets, optimize incomes, and help clients achieve long-term financial outcomes. PRIMARY RESPONSIBILITIES: ​ Support senior wealth advisors with day-to-day service for individual and household clients, including preparation of meeting materials, financial planning reports, and follow-up documentation. 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,

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.

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