3 sales advisor jobs found in Irvine

The Baldwin Group, a nationwide Registered Investment Advisor, is seeking an Advisor to join our Financial Services team. As a Wealth Management Financial Advisor, you will build and deepen client relationships, deliver comprehensive planning, and manage portfolios using Baldwin’s integrated advice platform. You’ll collaborate across practice groups to protect assets, optimize incomes, and help clients achieve long-term financial outcomes. PRIMARY RESPONSIBILITIES: ​ Support senior wealth advisors with day-to-day service for individual and household clients, including preparation of meeting materials, financial planning reports, and follow-up documentation.  Assist in developing comprehensive financial plans focused on goals such as wealth accumulation, retirement readiness, education funding, risk management, tax-aware strategies, and estate considerations.  Help with portfolio construction and monitoring, including gathering data, updating performance and...

We have an exciting opportunity for a Senior Advisor within our Executive Advisory Services team focused on the Managed Care space. This highly visible role operates at the intersection of data, strategy, and executive advisory, helping clients identify opportunities to improve program performance, reduce total cost of risk, and enhance outcomes through data-driven decision making. The Senior Advisor serves as a trusted advisor to clients and internal stakeholders, leveraging analytics, industry benchmarking, market intelligence, and emerging technologies to develop executive-level assessments, identify performance gaps, and deliver executive-ready actionable recommendations. This role requires an individual who is comfortable analyzing complex and large amounts of data, succinctly presenting findings to executive audiences, and identifying innovative solutions that address evolving client needs. As a key member of the Executive Advisory Services team, this position partners...

Job Description Summary The Managing Director for Employee Benefits  leads and manages to ensure client satisfaction and firm profitability as well as being responsible for the planning, organizing, staffing, operational activities of the client experience. PRIMARY RESPONSIBILITIES: Creates, establishes and manages Business Segment strategies and plans to ensure that overall business goals, profitability, and retention goals are met in partnership with the Managing Director of Sales. Effectively recruits, coaches, mentors, manages and assists in the professional development of Team Leads and colleagues. Manages to the targeted financial performance metrics of the Business Segment. Maintains positive relationships with appropriate insurance company partner representatives through proper contacts and effective communication. Works with other marketing colleagues on specific business plans with select markets to maximize the client experience. Ensures high levels of client...