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Wealth Advisor - The Baldwin Group Financial Services

雇主

Baldwin Group Colleague

地点

Irvine · 美国

待遇

$80,000-$80,000/year

截止日期

1月14日

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岗位摘要

Seeking a Wealth Advisor to build client relationships, deliver comprehensive financial planning, an

岗位职责

The Baldwin Group, a nationwide Registered Investment Advisor, is seeking an Advisor to join our Financial Services team. As a Wealth Management Financial Advisor, you will build and deepen client relationships, deliver comprehensive planning, and manage portfolios using Baldwin’s integrated advice platform. You’ll collaborate across practice groups to protect assets, optimize incomes, and help clients achieve long-term financial outcomes. The Financial Wealth Advisor is responsible for providi…

申请条件

Nationwide Registered Investment Advisorseeking an Advisor to join the Financial Services team.
Must be able to build and deepen client relationships, deliver comprehensive planning, and manage portfolios using an integrated advice platform.

雇主简介

The Baldwin Group is a nationwide Registered Investment Advisor providing wealth management and financial planning services to clients.

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