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Retirement Plans Client Manager - Strategy & Service
Job in
Irvine, Orange County, California, 92713, USA
Listed on 2026-07-16
Listing for:
The Baldwin Group
Full Time
position Listed on 2026-07-16
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
The Baldwin Group Wealth Advisors, LLC is a trusted independent RIA providing financial planning and fiduciary retirement plan services to corporations and individuals. The Client Manager will support retirement plan sponsors with fiduciary guidance, CRM-driven client service, and coordination with providers.
Hybrid role in Irvine, CA requiring strong communication, analytics, and adherence to deadlines. 1–3 years in financial services and CPA/CFP-type designations are a plus;
Series 65 and life
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