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 Retirement Consultant to join our Financial Services team. The Retirement Consultant is responsible for the strategic planning, consulting, guidance, marketing, investment analysis and servicing of the assigned book of retirement business.

PRIMARY RESPONSIBILITIES:

• Participate in team assignments and special projects as needed.

EDUCATION AND EXPERIENCE REQUIREMENTS:

• Education: Undergraduate/Bachelor’s degree in Finance, Business, Economics, or a related field required

• Experience (years and type of experience): Minimum of 10 years related experience in financial planning, retirement planning, or equivalent required

• Certification(s): Certified Retirement Counselor certification preferred

• License(s): FINRA Series 63 License (preferred Series 6, 7, 65, or 66 Licenses) required

KNOWLEDGE, SKILLS, AND ABILITIES REQUIRED:

• Skilled in CRM, Mutual Funds, and conducting investment analysis on plan investment options

• Exceptional technical knowledge of financial planning concepts including investment, risk management, tax planning and estate planning

• Ability to help manage internal reporting/tracking components required of the retirement department including CRM database account set up and upkeep revenue report preparation, electronic and hard copy file maintenance, etc.

• Ability to quickly gain understanding of services provided by the firm

• Ability to execute strategies to consistently illustrate value and retain existing clients

• Ability to make sound judgements and decisions based on objective analysis and multiple perspectives

• Establish a willingness to take on new projects and responsibilities

• Ability to share knowledge and experience with staff

• Demonstrates the organization’s core values, exuding behavior that is aligned with the firm’s culture

TECHNICAL, COMPUTER, AND SYSTEM-SPECIFIC SKILLS REQUIRED:

• Intermediate to advanced proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)

• Ability to learn any other appropriate program or software system used by the firm as necessary

OTHER REQUIREMENTS:

• This role will be located in the Irvine, CA office.

SPECIAL WORKING CONDITIONS:

• Fast paced multi-tasking environment

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 accommodations to applicants and colleagues who need them for medical or religious reasons.

EEOC (STATEMENT):

• The Baldwin Group is an equal employment opportunity firm and strives to comply with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin or ancestry, disability, military status, marital status, and any other category protected by federal, state, or local laws. All such discrimination is unlawful, and all persons involved in the operations of the firm are prohibited from engaging in this conduct.

Annual salary is $100,000+ and is negotiable at time of hire.

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The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.