Retirement Consultant - The Baldwin Group Financial Services

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: Establish, maintain, and nurture long-term client relationships Proactively schedule and attend regular meetings with clients to ensure clients needs are continually being met. Independently consult and advise with clients on complex retirement plan issues. Responsible for coordinating data collection and presentation preparation for client meetings. Conduct investment analysis on plan investment options with the help of the national investment team. Be able to deliver investment due diligence provided by the firms investment team to clients during investment committee meetings and effectively communicate recommendations to clients in a clear and concise manner. Remain abreast of financial market trends, changes in laws, and regulations related to retirement plans Coordinate and conduct colleague education meetings and be able to answer colleague questions as it pertains to investments and portfolio allocations. Act as a resource on any compliance issues, perform compliance reviews and communicate compliance issues to client. Address, resolve, follow-up and communicate resolutions to clients; update systems of record to track issues and resolution Help manage internal reporting/tracking components required of the retirement department including CRM database account set up and upkeep Operate in accordance with established firm Financial Services internal protocol and procedures. Understand and represent the services provided by the firms Financial Services, provide advice, develop solutions for current and future project plans, execute strategies to consistently illustrate value and retain existing clients Exercise positive interaction and cooperation with internal staff and senior leadership. Participate in team assignments and special projects as needed. EDUCATION AND EXPERIENCE REQUIREMENTS: Education: Undergraduate/Bachelors 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 organizations core values, exuding behavior that is aligned with the firms 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. #LI-JR1 #LI-Hybrid Click here for some insight into our culture! 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. The Baldwin Group (previously Baldwin Risk Partners) is a cohesive group of experts in business insurance, employee benefits, retirement planning, and all areas of private and personal insurance. Since 2011, weve evolved from a local business into a national firm with a vast network of specializations serving two million clients across the country. At The Baldwin Group, we provide solutions so our clients can pursue whats possible for themselves, their families, and their businesses. Whether renting a first apartment, opening a small business or taking a company public, we offer solutions to support clients at every step of their journey giving them peace of mind to pursue their purpose, passion, and dreams. We Protect the Possible. 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.