Senior Advisor, Wealth Management - The Baldwin Group Financial Services

The Baldwin Group • Tampa, FL

103d

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 Senior 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 practices to protect assets, optimize incomes, and help clients achieve long‑term financial outcomes.

Requirements

• 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.

Nice To Haves

• 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.

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.

Benefits

• Equal employment opportunity firm.
• Compliance with all laws prohibiting discrimination.

What This Job Offers

• Career Level: Senior
• Education Level: Bachelor's degree