Teams at The Baldwin Group

As a Senior Wealth Advisor, you will manage portfolios, build client relationships, deliver comprehensive financial plans, and ensure compliance with fiduciary standards.

The Sr Client Relationship Manager oversees relationships with mid to high complexity clients, strategizing employee benefits programs, compliance, renewals, and client satisfaction while mentoring colleagues and enhancing service delivery.

The Client Manager for Employee Benefits manages client service, prepares presentations and reports, oversees renewals and compliance, and maintains client relations.