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Senior Retirement Plan Advisor; Hybrid
Job in
Bethesda, Montgomery County, Maryland, 20811, USA
Listed on 2026-06-04
Listing for:
Baldwin Risk Partners, LLC
Full Time
position Listed on 2026-06-04
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
A nationwide Registered Investment Advisor is seeking a Senior Advisor to join its Financial Services team. As a Wealth Management Financial Advisor, you will build relationships, deliver planning, and manage portfolios. Key responsibilities include tailoring recommendations for clients, overseeing implementation of retirement plans, and developing new business opportunities. Candidates should have a strong understanding of retirement plans, investment analytics, and compliance regulations, along with proven sales experience.
Compensation starts at $100,000 annually and is negotiable.
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Position Requirements
10+ Years
work experience
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