Retirement Consultant - The Baldwin Group, Financial Services

The Baldwin Group • Irvine, CA

11d • $110,000 • Hybrid

About The Position

The Retirement Consultant assists with strategic planning, consulting, guidance, marketing, investment analysis, and servicing for an assigned book of retirement business, while helping grow the consultant’s book of business. The role focuses on building and maintaining retirement plan sponsor relationships, delivering appropriate advice and responsive client service, supporting plan sponsors and participants through meetings and education, and achieving service, growth, and retention goals. The position is hybrid in Irvine, California, with regional travel of up to 10% potentially required.

Requirements

• Bachelor’s degree required.
• Series 65 and state insurance license required; obtain both within 90 days of employment if not already held.
• Strong background in retirement products and general investment matters.
• Excellent interpersonal skills and face-to-face relationship-building abilities.
• Strong written and verbal communication skills.
• Strong quantitative and analytical skills.
• Ability to remain flexible and focused during stressful situations.
• Attention to detail and accuracy, with the ability to express complex concepts clearly and concisely.
• Highly organized, with the ability to prioritize multiple assignments and produce high-quality results.
• Advanced proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, and Outlook).
• Ability to use Microsoft Teams, RPAG, Redtail, and SalesForce, and learn other appropriate firm software as needed.

Nice To Haves

• Three to five years of demonstrated advisory, client management, and plan management experience preferred.
• CPFA, AIF, QKA, CFP, and/or CFA designation preferred.

Responsibilities

• Develop and maintain relationships with retirement plan sponsors, focusing on client satisfaction and retention.
• Build understanding of the company’s business, products, and services.
• Deliver prompt, proactive, and professional client service and advice appropriate to each client’s situation.
• Produce and deliver plan review meetings, in person or virtually.
• Deliver participant education and wellness seminars, in person or virtually.
• Achieve individual and team service, growth, and retention goals for the assigned book of business.
• Lead a team and work toward its goals.
• Ensure compliance with company guidelines and regulatory policies.
• Maintain and update CRM records for existing customers in real time.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level