Wealth Management Advisor

Job 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. 

Knowledge, Skills & Abilities 

• 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. 

Education & Experience 

• 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). 

• 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. 

• 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. 

Other 

• Ability to work in a fast-paced environment, multi-task, and adapt to changing priorities. 

• Occasional travel may be required for client meetings and internal training or events. 

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. 

Annual salary starts at $65,000+ and is negotiable at time of hire.