Wealth Management Advisor

The Baldwin Group • Lower Gwynedd Township, PA

2d • $65,000 • Hybrid

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 Wealth Management Advisor to join our Financial Services team. In this early-career role, you will support senior advisors in delivering comprehensive wealth management and financial planning to individual clients and families. You will help serve clients across the wealth spectrum, assist with plan development and portfolio monitoring, and grow your skills within Baldwin’s integrated advice platform. This is an excellent opportunity for a motivated professional with 1–2 years of experience to build a long-term career in wealth management.

Requirements

• Proficient with MS Office – Word, Excel, PowerPoint, Outlook.
• Strong verbal and written communication skills with the ability to explain basic investment and financial planning concepts in clear, practical language.
• Service-oriented mindset with an outgoing, professional demeanor and a strong drive for sales support, business development, and relationship management in a client-facing environment.
• Foundational understanding of investment principles, asset allocation, risk/return tradeoffs, and personal financial planning concepts, with the desire to deepen expertise in advanced wealth strategies.
• Strong attention to detail and organizational skills, with the ability to manage multiple tasks, meet deadlines, and maintain accurate records in a fast-paced environment.
• Comfort working with data and reports (e.g., performance reports, statements, allocations) and translating information into clear summaries or talking points for advisors and clients.
• Demonstrated initiative, curiosity, and willingness to learn from senior team members and accept coaching and feedback.
• Bachelor’s degree in Finance, Business, Economics, Accounting or a related field preferred.
• 1–2 years of experience in financial services, wealth management, banking, or a related client service role (internships, co-ops, or equivalent experience will be considered).
• Demonstrated experience in customer service, sales support, or relationship management, ideally in a professional or financial services environment, with a track record of supporting revenue growth and client retention.

Nice To Haves

• Progress toward or interest in pursuing relevant industry designations (e.g., Series 65/66, CFP, CIMA, AIF) encouraged; Series 65 or 66 and state Life & Health Insurance License may be required or obtained within a defined timeframe depending on responsibilities and registration requirements.

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, and compliance documentation, following internal policies, regulatory requirements, and fiduciary standards.
• Proactively build foundational knowledge of investments, capital markets, tax considerations, and planning strategies, staying current on changes that impact clients’ financial plans.

What This Job Offers

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