8 advisor consultant jobs found

As the Administrative Assistant, the position requires organization, motivation, strong communication, customer service skills, and a positive attitude. The Admin. Assistant is the first point of contact for our clients, advisors, and visitors, and provides general office support with a wide variety of administrative duties and related tasks. The candidate will have the ability to prioritize multiple tasks, handle tasks thoroughly and expeditiously, be proactive and follow through on projects to successful completion, often with deadline pressures. Your Impact: Open and manage two office suites, arriving by 9:00 AM Monday–Friday and supporting daily front‑desk operations Handle incoming calls, voicemails, and messages with accuracy, efficiency, and professionalism Greet, assist, and direct visitors while maintaining a welcoming office environment Manage incoming and outgoing mail, shipments, and vendor coordination (USPS, FedEx, UPS), including occasional drop‑offs/pickups...

When you join the team at Unum, you become part of an organization committed to helping you thrive. Here, we work to provide the employee benefits and service solutions that enable employees at our client companies to thrive throughout life’s moments. And this starts with ensuring that every one of our team members enjoys opportunities to succeed both professionally and personally. To enable this, we provide:  Award-winning culture  Inclusion and diversity as a priority  Competitive benefits package that includes: Health, Vision, Dental, Short & Long-Term Disability  Generous PTO (including paid time to volunteer!)  Up to 9.5% 401(k) employer contribution  Mental health support  Career advancement opportunities  Student loan repayment options  Tuition reimbursement Flexible work environments  *All the benefits listed above are subject to the terms of their individual Plans. And that’s just the beginning…   With...

As the Administrative Assistant, the position requires organization, motivation, strong communication, customer service skills, and a positive attitude. The Admin. Assistant is the first point of contact for our clients, advisors, and visitors, and provides general office support with a wide variety of administrative duties and related tasks. The candidate will have the ability to prioritize multiple tasks, handle tasks thoroughly and expeditiously, be proactive and follow through on projects to successful completion, often with deadline pressures. Your Impact: Open and manage two office suites, arriving by 9:00 AM Monday–Friday and supporting daily front‑desk operations Handle incoming calls, voicemails, and messages with accuracy, efficiency, and professionalism Greet, assist, and direct visitors while maintaining a welcoming office environment Manage incoming and outgoing mail, shipments, and vendor coordination (USPS, FedEx, UPS), including occasional drop‑offs/pickups...

The Baldwin Group Wealth Advisors, LLC is an independent RIA firm offering financial planning and investment advice for individuals, and fiduciary retirement plan services to corporations. We pride ourselves in being a high touch organization that is highly competent, proactive, and responsive. Due to our continued growth, the Retirement Plan Consulting division currently has an opening for a Senior Retirement Advisor. In this role, you will provide consultative guidance on plan design, benchmarking, compliance considerations, and provider solutions, while leading the sales process from prospecting through close. You’ll partner with HR and finance leaders to understand their workforce needs, present tailored retirement plan strategies, and support employee education to drive participation and engagement. The ideal candidate has strong B2B sales experience in retirement or financial services, excellent communication skills, and a track record of exceeding goals in a...

The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management. The mission is to be an integral part of the Commercial Lines team and partner with Advisors, Directors Risk Management, Client Service Specialists and others in the agency to deliver a high level of service to our commercial clients.  This individual develops...

Job Description Summary The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management. Position Summary: The Associate Advisor will work to gain knowledge of the respective line of insurance to successfully gain technical and sales knowledge. As an Associate Advisor, they will begin with an in-depth training program and will have...

When you join the team at Unum, you become part of an organization committed to helping you thrive. Here, we work to provide the employee benefits and service solutions that enable employees at our client companies to thrive throughout life’s moments. And this starts with ensuring that every one of our team members enjoys opportunities to succeed both professionally and personally. To enable this, we provide:  Award-winning culture  Inclusion and diversity as a priority  Competitive benefits package that includes: Health, Vision, Dental, Short & Long-Term Disability  Generous PTO (including paid time to volunteer!)  Up to 9.5% 401(k) employer contribution  Mental health support  Career advancement opportunities  Student loan repayment options  Tuition reimbursement Flexible work environments  *All the benefits listed above are subject to the terms of their individual Plans. And that’s just the beginning…   With...

The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management. POSITION SUMMARY: The Associate Advisor will work to gain knowledge of the respective line of insurance to successfully gain technical and sales knowledge. As an Associate Advisor, they will begin with an in-depth training program and will have exposure to existing...