Retirement Consultant - The Baldwin Group Financial Services
About The Position
The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management. The Baldwin Group, a nationwide Registered Investment Advisor, is seeking a Retirement Consultant to join our Financial Services team. The Retirement Consultant is responsible for the strategic planning, consulting, guidance, marketing, investment analysis and servicing of the assigned book of retirement business.
Requirements
- Undergraduate/Bachelor’s degree in Finance, Business, Economics, or a related field required
- Minimum of 10 years related experience in financial planning, retirement planning, or equivalent required
- FINRA Series 63 License (preferred Series 6, 7, 65, or 66 Licenses) required
- Skilled in CRM, Mutual Funds, and conducting investment analysis on plan investment options
- Exceptional technical knowledge of financial planning concepts including investment, risk management, tax planning and estate planning
- Ability to help manage internal reporting/tracking components required of the retirement department including CRM database account set up and upkeep revenue report preparation, electronic and hard copy file maintenance, etc.
- Ability to quickly gain understanding of services provided by the firm
- Ability to execute strategies to consistently illustrate value and retain existing clients
- Ability to make sound judgements and decisions based on objective analysis and multiple perspectives
- Establish a willingness to take on new projects and responsibilities
- Ability to share knowledge and experience with staff
- Demonstrates the organization’s core values, exuding behavior that is aligned with the firm’s culture
- Intermediate to advanced proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
- Ability to learn any other appropriate program or software system used by the firm as necessary
Nice To Haves
- Certified Retirement Counselor certification preferred
Responsibilities
- Establish, maintain, and nurture long-term client relationships
- Proactively schedule and attend regular meetings with clients to ensure clients’ needs are continually being met.
- Independently consult and advise with clients on complex retirement plan issues.
- Responsible for coordinating data collection and presentation preparation for client meetings.
- Conduct investment analysis on plan investment options with the help of the national investment team.
- Be able to deliver investment due diligence provided by the firm’s investment team to clients during investment committee meetings and effectively communicate recommendations to clients in a clear and concise manner.
- Remain abreast of financial market trends, changes in laws, and regulations related to retirement plans
- Coordinate and conduct colleague education meetings and be able to answer colleague questions as it pertains to investments and portfolio allocations.
- Act as a resource on any compliance issues, perform compliance reviews and communicate compliance issues to client.
- Address, resolve, follow-up and communicate resolutions to clients; update systems of record to track issues and resolution
- Help manage internal reporting/tracking components required of the retirement department including CRM database account set up and upkeep
- Operate in accordance with established firm Financial Services internal protocol and procedures.
- Understand and represent the services provided by the firm’s Financial Services, provide advice, develop solutions for current and future project plans, execute strategies to consistently illustrate value and retain existing clients
- Exercise positive interaction and cooperation with internal staff and senior leadership.
- Participate in team assignments and special projects as needed.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
