Retirement Plan Client Advisor - Fiduciary & Education
Job in
Irvine, Orange County, California, 92713, USA
Listed on 2026-06-21
Listing for:
The-Baldwin-Group
Full Time
position Listed on 2026-06-21
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
The Baldwin Group in Irvine, California, is seeking a Client Manager to assist in departmental objectives and maintain relationships with retirement plan sponsors. This role involves providing advice and support in investment selection, conducting participant education meetings, and maintaining CRM accuracy.
Ideal candidates should have 1-3 years of experience in financial services, a Bachelor's degree, and strong communication skills. Compensation starts at $75,000 annually and is negotiable.
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