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The Baldwin GroupPosted 10/20/2026full-timeIrvine • California • United StatesMid-LevelSenior💰 $110,000 per yearWebsite
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in client management and advisory services within the retirement business, ensuring compliance with regulatory policies while achieving service and growth goals. Proficient in delivering tailored advice and participant education, leveraging strong interpersonal and analytical skills.
Highest-signal resume keywords
Series 65 LicenseClient Management ExperienceMicrosoft Office Suite ProficiencyCRM ManagementRegulatory Compliance
About the role
Key responsibilities & impact- Assist in managing strategic planning, consulting, guidance, marketing, investment analysis, and servicing for the assigned retirement business
- Build the retirement consultant book of business
- Develop and maintain relationships with key retirement plan sponsors, focusing on client satisfaction and retention
- Develop a thorough understanding of the company’s business, products, and services
- Deliver prompt and proactive client service
- Provide appropriate advice tailored to clients’ situations
- Produce and deliver plan review meetings, in person or virtually
- Deliver participant education and wellness seminars, in person or virtually
- Achieve individual and team goals for service levels, growth, and retention
- Lead a team and achieve goals
- Ensure compliance with company guidelines and regulatory policies
- Maintain and update the CRM for existing customers in real time
Requirements
What you’ll need- Series 65 and state insurance license required; if not currently held, required within 90 days of employment
- Bachelor's degree required
- 3-5 years of demonstrated advisory, client management, and plan management experience preferred
- CPFA, AIF, QKA, CFP, and/or CFA preferred
- Advanced proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
- Proficiency with Microsoft Teams, RPAG, Redtail, and Salesforce
- Ability to learn other appropriate programs or software systems used by the firm
- Strong interpersonal, written, verbal, quantitative, and analytical skills
- Attention to detail, accuracy, organization, prioritization, and ability to express complex concepts clearly and concisely
- Ability to remain flexible and focused during stressful situations
- Ability to travel regionally up to 10% of the time
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Advisory ServicesInvestment AnalysisPlan ManagementClient SatisfactionPlan Review MeetingsParticipant EducationQuantitative SkillsAnalytical Skills
Soft Skills
Interpersonal SkillsAttention to DetailOrganizational SkillsCommunication SkillsFlexibility
Tools & Technologies
Microsoft TeamsRPAGRedtailSalesforce
Certifications & Qualifications
Bachelor's DegreeCPFAAIFQKACFPCFAState Insurance License
Industry Keywords
Retirement BusinessClient RetentionStrategic PlanningMarketingCompliance