About this role
Senior Advisor, Wealth Management - The Baldwin Group Financial Services at Baldwin. Location: United States. Role: Grow client, Deliver plans, Manage portfolios Requirements: Bachelor's degree; Series 65 or 66; Life & Health license or willing to obtain in 90 days; 5+ years as a Financial Advisor; proven sales and client retention experience. Category: Finance and Accounting Seniority: Senior Level Tools: Microsoft Office, Investment planning software Certifications: series 65, series 66, life & health insurance Commitment: Full Time Workplace: Remote Languages: English