Senior Retirement Plan Advisor
Baldwin Group Colleague, Inc.
The Baldwin Group in Irvine, California, is seeking a Retirement Plan Consultant to manage strategic planning, client relationships, and plan consulting for a diverse book of retirement business.
You will conduct plan reviews, educate participants, and collaborate with sales and advisory teams while maintaining compliance and quality service. A Bachelor's degree, Series 65 and state insurance license within 90 days, and 3–5 years of advisory experience are required; CFP/AIF/CPFA/CFA preferred.
#J-18808-LjbffrVacancy posted 5 days ago
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