Jobs › US jobs › Wealth Advisor - The Baldwin Group Financial Services

Wealth Advisor - The Baldwin Group Financial Services

Baldwin · Irvine, California, US · All 128 Baldwin jobs

Employment
Permanent
Posted
24 Sep 2026

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Required skills, as the advert states them

  • Microsoft Office
  • Excel
  • Communication Skills
  • Business Development
  • Attention To Detail

Nice to have

  • Risk Management
  • Tax
  • CRM
  • Onboarding
  • Maintenance
  • Reporting
  • Compliance
  • Mentoring
  • Customer Service

About this opportunity

The Baldwin Group, a nationwide Registered Investment Advisor, is seeking an 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 practice groups to protect assets, optimize incomes, and help clients achieve long-term financial outcomes.

Read the full advert and apply on Baldwin's site →

Collected from Baldwin's own careers site (Workday). Posted 24 Sep 2026. TUNAI shows an excerpt and the facts it read from the advert; the employer's page has the full description and the application.