The Baldwin Group · 11 hours ago
Senior Wealth Advisor
Irvine, California, US
Full-time
Onsite
Senior Level
5+ years expThe Baldwin Group is an award-winning entrepreneur-led insurance brokerage firm seeking a Senior Wealth Advisor to join their Financial Services team. In this role, you will build and deepen client relationships, deliver comprehensive financial planning, and manage portfolios using Baldwin's integrated advice platform.
CreditEmployee BenefitsFinancial ServicesInsuranceRisk Management
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 practice groups 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
Qualification
Required
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
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
Ability to work in a fast-paced environment, multi-task and adapt
Company
The Baldwin Group
The Baldwin Group is an advisory firm that delivers insurance, risk mitigation, and wealth management solutions for businesses. It is a sub-organization of The Baldwin Group.
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
$1.5BKey Investors
Gallatin Point Capital
2025-12-10Post Ipo Debt· $600M
2025-03-26Post Ipo Debt· $110M
2024-05-08Post Ipo Debt· $600M
Leadership Team
Jim Roche
President, The Baldwin Group and CEO, Underwriting, Capacity, & Technology Solutions
Richard Tallo
Chief Marketing Officer at The Baldwin Group
Recent News
Beinsure - Insurance, Reinsurance, InsurTech Insights
2026-01-14
2026-01-13
Company data provided by crunchbase