Retirement Consultant - The Baldwin Group Financial Services

The Baldwin Group

Irvine, CA, US
Base: $100,000 + ; bonus/equity: negotiable; benef...
On-site
Strategic planning for retirement
Investment analysis and due diligence
Client relationship management
The Baldwin Group is seeking a Retirement Consultant to join its Financial Services team in Irvine, CA. The role involves strategic planning, client relationship management, and investment analysis for retirement plans, requiring significant experience and relevant certifications

Job Summary

  • The Retirement Consultant is responsible for the strategic planning, consulting, guidance, marketing, investment analysis and servicing of the assigned book of retirement business.
  • Establish, maintain, and nurture long-term client relationships and proactively schedule and attend regular meetings with clients to ensure clients’ needs are continually being met.
  • Coordinate and conduct colleague education meetings and be able to answer colleague questions as it pertains to investments and portfolio allocations.

Matching Summary

Match Score: 85

The Baldwin Group is seeking a Retirement Consultant to join its Financial Services team in Irvine, CA. The role involves strategic planning, client relationship management, and investment analysis for retirement plans, requiring significant experience and relevant certifications.

Salary

Base: $100,000+; Bonus/Equity: Negotiable; Benefits: Not specified

Skills & Requirements

Must-have

  • Strategic planning for retirement
  • Investment analysis and due diligence
  • Client relationship management
  • Financial market trend analysis
  • Retirement plan compliance reviews

Nice-to-have

  • Holistic and tailored approach
  • Award-winning industry expertise
  • Positive interaction with colleagues
  • Willingness to take on new projects

Key Requirements

  • Minimum of 10 years related experience
  • Undergraduate/Bachelor’s degree in Finance, Business, Economics
  • FINRA Series 63 License required
  • Certified Retirement Counselor certification preferred

Work Rights

Not specified

Tailored Resume

Cover Letter