Jacksonville, Florida, United States · Hybrid
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 h…
Skills: Investment Analytics, Client Relationship Management, Financial Planning, CRM Software, MS Office
Orlando, Florida, United States · On-site
$35/hr–$48/hr
Community: Village on the Green Address: 500 Village PlaceLongwood, Florida 32779 Pay Range $35.48-$48.79+ Hourly Live your purpose. Grow your career. Thrive through teamwork. Create meaningful, personalized experiences.…
Skills: Resident Assessment, Care Plan Development, Clinical Supervision, Performance Management, Home Health Marketing
Palm Beach Gardens, Florida, United States · On-site
$18/hr–$31/hr
Levi Strauss & Co. isn't your typical retailer. We've been pushing boundaries since 1873, inventing the blue jean, redefining khakis, and breaking barriers with size-inclusive activewear. We champion sustainability and e…
Skills: Store Management, Sales Strategy, Mentorship, Operational Excellence, Customer Service
Manatee County, Florida, United States · On-site
Position Summary The LifeCafe Chef leads and coordinates activities of assembly and prep team members and other workers engaged in preparing and cooking food. They are responsible for keeping cost of goods in line with o…
Skills: Kitchen Leadership, Food Preparation, Cost Control, Inventory Management, Staff Training
Miami, Florida, United States · On-site
Current Employees: If you are a current Staff, Faculty or Temporary employee at the University of Miami, please click here to log in to Workday to use the internal application process. To learn how to apply for a faculty…
Skills: Calendar Management, Meeting Coordination, Recruitment Support, Credentialing, Travel Logistics
Vonore, Tennessee, United States · On-site
Current CVG employees, please click HERE to login and apply. POSITION SUMMARY CVG Global Seating is seeking a detail-oriented and proactive Engineering Coordinator to support the planning, execution, and delivery of Prog…
Skills: Project Coordination, Cost Analysis, Bill of Materials (BOM), Engineering Change Management, Microsoft Excel
Jacksonville, Florida, United States · Hybrid
Company:Mercer Description: We are seeking a talented individual to join our Health & Benefits team at Mercer. This role can be based in our office in Sunrise, Tampa or Jacksonville, Florida. This is a hybrid role that h…
Skills: Client Account Management, Benefits Design, Financial Evaluation, Renewal Strategies, Benchmarking
Florida, United States · Remote OK
$91k–$129k/yr
Drive Success as our Next Regional Account Executive - Local Government! Ready to make a tangible impact on local communities using cutting-edge GovTech solutions? Trimble is looking for an entrepreneurial sales professi…
Skills: GovTech Sales, Business Development, Account Planning, Product Demonstrations, Negotiation
Miami, Florida, United States · Hybrid
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, t…
Skills: Attention To Detail, Credit And Risk Assessment, Financial Analysis, Underwriting, Written Communications
Miami, Florida, United States · Hybrid
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, t…
Skills: Attention To Detail, Credit And Risk Assessment, Financial Analysis, Underwriting, Written Communications
Orlando, Florida, United States · Remote OK
$159k–$220k/yr
Build our future together: The Hematology Oncology Account Specialist is responsible for engaging Oncology specialists and other key Oncology customers within a geographical universe and settings, including academic cent…
Skills: Clinically Based Selling, Account Management, Oncology Sales, Hematology Knowledge, Product Launch Execution
Plantation, Florida, United States · Remote OK
Job Description: Chewy is seeking an experienced HRBP and Program Management leader in our Manager, Engagement Programs Management III position. This manager will support the Customer Care team and lead Customer Care eng…
Skills: Program Management, Employee Engagement, People Leadership, Change Management, Budget Management
Niceville, Florida, United States · On-site
$175k–$215k/yr
Title: Aeronautical Systems Engineer Why Join Us? Innovative Projects: KBR’s work is at the forefront of engineering, logistics, operations, science, program management, mission IT and cybersecurity solutions.Collaborati…
Skills: Aeronautical Systems Engineering, Flight Test Data Management, Project Management, Performance Management, Technical Communication
Tampa, Florida, United States · Remote OK
The Program Manager, Talent Management, owns and scales talent programs that enable leaders to positively impact the colleague lifecycle, from onboarding through career growth, in alignment with the firm's culture and bu…
Skills: Performance Management, Onboarding, Succession Planning, Career Pathing, Competency Frameworks
Jacksonville, Florida, United States · On-site
Job Description: Job Title: Employee Benefits Analyst Corporate Title: AVP Location: Jacksonville, FL Overview In this role, you will support the administration of a broad portfolio of health and welfare and retirement b…
Skills: Benefits Analysis, Commercial Thinking, Collaboration, Initiative
Jacksonville, Florida, United States · On-site
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 …
Skills: Life Insurance Underwriting, Relationship Management, Case Design, Carrier Selection Strategies, CRM Proficiency
Boca Raton, Florida, United States · On-site
$17/hr–$22/hr
Our Story We think shopping should be fun. Actually, really fun. As in scoring our exclusive collection of colorful, classic styles at prices that can’t be beat. A fan of lots of options in amazing fits? You’ve got it. L…
Skills: Retail Management, Visual Merchandising, Store Operations, Recruiting, Training And Development
Boca Raton, Florida, United States · On-site
$17/hr–$22/hr
Our Story We think shopping should be fun. Actually, really fun. As in scoring our exclusive collection of colorful, classic styles at prices that can’t be beat. A fan of lots of options in amazing fits? You’ve got it. L…
Skills: Retail Management, Visual Merchandising, Store Operations, Recruiting, Training and Development
Coral Gables, Florida, United States · On-site
Current Employees: If you are a current Staff, Faculty or Temporary employee at the University of Miami, please click here to log in to Workday to use the internal application process. To learn how to apply for a faculty…
Skills: Study Abroad Administration, Student Advising, Recruitment, Program Management, International Education
Miami, Florida, United States · On-site
Current Employees: If you are a current Staff, Faculty or Temporary employee at the University of Miami, please click here to log in to Workday to use the internal application process. To learn how to apply for a faculty…
Skills: Patient Coordination, Appointment Scheduling, Customer Service, Time Management, Organizational Skills
Jacksonville, Florida, United States • Hybrid
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Provide advice and support to plan fiduciaries regarding investment selection and plan provisions while maintaining key relationships with retirement plan sponsors. Act as the primary point of contact for clients to resolve issues and coordinate deliverables such as investment reviews and pitch decks.
Requires 1-3 years of financial services experience and a Series 65 or 66 license. A bachelor's degree and advanced industry designations like CFP or CPFA are preferred.
Provide advice and support to plan fiduciaries via committee meetings in the areas of investment selection, plan provisions, and strategic recommendations to improve the plan.
Respond promptly to client inquiries and troubleshoot in conjunction with the Provider, TPA, DCIO, or other subject matter experts
Conduct participant education meetings and seminars, including one-on-one consultations
Meticulously update CRM on a real time basis, and generate periodic departmental reports.
Generate and coordinate client deliverables such as investment and plan reviews with a high emphasis on accuracy and meeting stringent deadlines. Quarter end is typically fast paced.
Offer additional support in facilitating RFP’s from various vendors
Update and generate weekly reports utilizing the CRM and MS Office, adhering to departmental protocols.
Assist in generating pitch decks and compiling competitive intelligence on upcoming prospect meetings
Special projects as needed
Provide advice and support to plan fiduciaries via committee meetings in the areas of investment selection, plan provisions, and strategic recommendations to improve the plan.
Respond promptly to client inquiries and troubleshoot in conjunction with the Provider, TPA, DCIO, or other subject matter experts
Conduct participant education meetings and seminars, including one-on-one consultations
Meticulously update CRM on a real time basis, and generate periodic departmental reports.
Generate and coordinate client deliverables such as investment and plan reviews with a high emphasis on accuracy and meeting stringent deadlines. Quarter end is typically fast paced.
Offer additional support in facilitating RFP’s from various vendors
Update and generate weekly reports utilizing the CRM and MS Office, adhering to departmental protocols.
Assist in generating pitch decks and compiling competitive intelligence on upcoming prospect meetings
Special projects as needed
Working knowledge of investment analytics (i.e. mutual funds, CIT’s, subaccounts, etc.)
Polished written and oral communication skills
Familiarity with RPAG investment analysis software helpful but not required
Prior experience with CRM software (Redtail and Salesforce a plus)
A proven track record of excellent customer service
Intermediate level knowledge of MS Office – Word, Excel, PowerPoint, Outlook
Extremely detail oriented, proactive, and reliable in all aspects
Working knowledge of facilitating virtual meetings via Microsoft Teams
1-3 years of experience in the financial services industry required. Experience with institutional retirement plans a plus but not required
Bachelor’s degree preferred
Advanced industry designations such as CPFA, AIF, QKA, CFP preferred.
Holds Series 65 or 66 (or equivalent) and maintains all required registrations and continuing education.
This role can by hybrid from Jacksonville, Tampa or Orlando, Florida
Fast paced multi-tasking environment
This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodations to applicants and colleagues who need them for medical or religious reasons.
The Baldwin Group is an equal employment opportunity firm and strives to comply with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin or ancestry, disability, military status, marital status, and any other category protected by federal, state, or local laws. All such discrimination is unlawful, and all persons involved in the operations of the firm are prohibited from engaging in this conduct.
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Click here for some insight into our culture!
The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.
AHT Insurance and our partner firms have unified as one brand, The Baldwin Group! The Baldwin Group is a cohesive group of experts in business insurance, employee benefits, retirement planning, and all areas of private and personal insurance. Since our founding in 2011, we’ve evolved from a local business into a national firm with a vast network of specializations and industry practices for the benefit of our more than two million clients across the country. In addition, we have built excellent relationships with a wide range of insurance company partners. These relationships, coupled with our entrepreneurial and family-oriented culture, and deep expertise enable us to seamlessly deliver a breadth of innovative solutions to clients. At The Baldwin Group, we help provide the solutions our clients need to have confidence and gain peace of mind as they pursue what’s possible for themselves, their families, and their businesses. Whether they are renting their first apartment or buying a larger home, opening a small business or taking their company public, we offer solutions to support them on every step of their journey. This has been our story since the beginning—we provide the indispensable expertise and quality insights that give our clients peace of mind to pursue their purpose, passion, and dreams. And that’s what The Baldwin Group will continue to do for years to come: we protect the possible.
Offices: 20 South King Street, Leesburg, VA 20175, US · 1150 Connecticut Ave., NW, Suite 601, Washington, DC 20036, US · 600 University Street, Suite 1200, Seattle, WA 98101, US · 222 W. Adams Street, Suite 2180, Chicago, IL 60606, US · 1460 Broadway, Suite 16023, New York, NY 10036, US
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