The Baldwin Group Wealth Advisors, LLC is an independent RIA firm offering financial planning and investment advice for individuals, and fiduciary retirement plan services to corporations. We pride ourselves in being a high touch organization that is highly competent, proactive, and responsive. Due to our continued growth, the Wealth Management division currently has an opening for a Senior Wealth Advisor. As a Senior Wealth 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.
Primary Responsibilities:
Knowledge, Skills & Abilities:
Education & Experience:
Other:
Ability to work in a fast-paced environment, multi-task and adapt. Occasional travel may be required.
Important Notice: This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodation to applicants and colleagues who need them for medical or religious reasons.
Compensation starts at $100,000+ annually and is negotiable at time of hire.
Senior Wealth Advisor - The Baldwin Group Financial Services • Bethesda, MD, United States
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