AHT InsuranceIrvine, California, United States · Hybrid
$80k/yr
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 …
Skills: Financial planning, Wealth management, Portfolio construction, Client relationship management, Investment analysis
Irvine, California, United States · On-site
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Joining Razer will place you on a global mission to revolutionize the way the world games. Razer is a place to do great work, offering you the opportunity to make an impact globally while working across a global team loc…
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Irvine, California, United States · On-site
Hyundai Capital America (HCA) helps people move forward. Through Hyundai Motor Finance, Genesis Finance, and Kia Finance, we deliver innovative financing, leasing, and insurance solutions to more than 3 million customers…
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Irvine, California, United States · Hybrid
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Accelerate your career. Join the organization that's driving the world's technology and shape the future. Ingram Micro is a leading technology company for the global information technology ecosystem. With the ability to …
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Irvine, California, United States · On-site
$24/hr–$28/hr
We are hiring immediately for full time PREP COOK positions. Location: Concordia Cafe - 1530 Concordia West, Irvine, CA 92612. Note: online applications accepted only. Schedule: Full time; Sunday through Saturday, mornin…
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Irvine, California, United States · On-site
$95k/yr
Job DetailsJob Location: Irvine, CA 92618Position Type: Full TimeEducation Level: 4 Year DegreeSalary Range: $95,000.00 - $95,000.00 SalaryJob Category: QA - Quality ControlJob Title: Senior Specialist, Regulatory Affair…
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Irvine, California, United States · Remote OK
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Urban Outfitters EuropeIrvine, California, United States · On-site
Location This position is located at 730 Spectrum Center Dr, Irvine, California, 92618 United States Role Summary The Key Holder collaborates with the store management team in the supervision of daily store operations. K…
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Irvine, California, United States · On-site
$21/hr–$26/hr
Job DetailsJob Location: Irvine, CA 92618Position Type: Full TimeSalary Range: $21.00 - $26.00 HourlyJob Shift: Closing/Late NightAt The Melt, we do things differently. We believe in challenging the stereotypes and roadb…
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Irvine, California, United States · On-site
$17/hr–$19/hr
17.25 - 19.75 USD Hourly Overview At PGA TOUR Superstore, we are always looking for enthusiastic, self-motivated, flexible individuals who will share a passion for helping transform our business. As one of the fastest gr…
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Irvine, California, United States · On-site
$50k–$120k/yr
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INABIA SOFTWARE & CONSULTING INCIrvine, California, United States · On-site
$108k–$140k/yr
Job Title: Lead Application EngineerClient: Will disclose laterJob Type: Full-Time / Direct HireEligible Candidates: US Citizens (USC) and Green Card (GC) holders onlySecurity Clearance: Not requiredLocation: Irvine, Cal…
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Irvine, California, United States · On-site
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The Amazon Luna team is leveraging the power of the cloud to enable customers to stream games on their existing devices. Luna represents an exciting and truly new product and business, with a high degree of innovation, a…
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INABIA SOFTWARE & CONSULTING INCIrvine, California, United States · On-site
$108k–$140k/yr
Hello,Job Title: Lead Application EngineerClient: Will disclose laterJob Type: Full-Time / Direct HireEligible Candidates: US Citizens (USC) and Green Card (GC) holders onlySecurity Clearance: Not requiredLocation: Irvin…
Skills: Application engineering, Circuit board encapsulation, Surface mount technology, Technical troubleshooting, Material assembly
Irvine, California, United States · On-site
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Patients with mitral and tricuspid heart valve disease often have complex conditions with limited treatment options. Our Transcatheter Mitral and Tricuspid Therapies (TMTT) business unit is boldly pursuing an innovative …
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Irvine, California, United States · On-site
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We anticipate the application window for this opening will close on - 26 Sep 2026 Careers that change lives start here. Medtronic is a global leader in healthcare technology with a Mission to alleviate pain, restore heal…
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Irvine, California, United States · On-site
$70k–$100k/yr
We're looking for a Quality Assurance Engineer to help build quality into every stage of our medical device development and manufacturing. You'll have broad ownership across quality engineering, risk management, CAPA, va…
Skills: Quality Assurance, ISO 13485, Risk Management, CAPA, Validation
Irvine, California, United States · On-site
$20/hr–$21/hr
LAUNDRY ATTENDANT The Laundry Attendant ensures the cleanliness, quality, and availability of all hotel linens, terry, and uniforms by safely operating laundry equipment and supporting the Housekeeping Department in acco…
Skills: Laundry operations, Linen management, Stain treatment, Chemical handling, Equipment maintenance
Irvine, California, United States · On-site
$72k–$80k/yr
Benefits: Health insurance Opportunity for advancement Paid time off Training & development Company parties Dental insurance WHO WE ARE: We are an end-to-end Renewable Energy provider. We offer products to commercial and…
Skills: Solar PV, BESS, Microgrids, Electrical engineering, Energy modeling
AHT Insurance
Irvine, California, United States • Hybrid
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The Wealth Advisor will build and deepen client relationships while delivering comprehensive financial planning and managing investment portfolios. They are responsible for supporting senior advisors, growing a client book through proactive outreach, and coordinating with internal specialists to provide integrated financial solutions.
Candidates should have a bachelor's degree in a finance-related field and 3-5 years of experience in wealth management or financial services. Proficiency in MS Office and strong communication skills are required, along with the ability to obtain Series 65 or 66 and Life & Health Insurance licenses.
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.
Grow and manage a client book through qualified leads, referrals, and proactive outreach, leveraging Baldwin’s holistic asset protection platform for efficient client acquisition and closing.
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 allocation reports, and organizing recommendations aligned with client goals, risk profiles, and time horizons.
Participate in client meetings and review cycles, taking notes, preparing summaries, and ensuring timely completion of agreed-upon action items to reinforce trust and retention.
Respond to routine client inquiries related to accounts, statements, transfers, administrative requests, and basic planning questions, escalating complex issues appropriately and ensuring professional, timely follow-up.
Learn and effectively use Baldwin’s planning, CRM, and investment platforms to support client onboarding, account maintenance, reporting, and business development activities.
Coordinate with internal specialists across wealth, retirement, and insurance to help deliver integrated solutions that protect assets, optimize income, and support long-term financial outcomes for clients.
Maintain accurate and organized client files, meeting notes, and compliance documentation, following internal policies, regulatory requirements, and fiduciary standards.
Proactively build foundational knowledge of investments, capital markets, tax considerations, and planning strategies, staying current on changes that impact clients’ financial plans.
Proficient with MS Office – Word, Excel, PowerPoint, Outlook. Strong verbal and written communication skills with the ability to explain basic investment and financial planning concepts in clear, practical language.
Service-oriented mindset with an outgoing, professional demeanor and a strong drive for sales support, business development, and relationship management in a client-facing environment.
Foundational understanding of investment principles, asset allocation, risk/return tradeoffs, and personal financial planning concepts, with the desire to deepen expertise in advanced wealth strategies.
Strong attention to detail and organizational skills, with the ability to manage multiple tasks, meet deadlines, and maintain accurate records in a fast-paced environment.
Comfort working with data and reports (e.g., performance reports, statements, allocations) and translating information into clear summaries or talking points for advisors and clients.
Demonstrated initiative, curiosity, and willingness to learn from senior team members and accept coaching and feedback.
Bachelor’s degree in Finance, Business, Economics, Accounting or a related field preferred.
3-5 years of experience in financial services, wealth management, banking, or a related client service role (internships, co-ops, or equivalent experience will be considered).
Series 65 or 66 and state Life & Health Insurance License may be required or obtained within 90 days.
Demonstrated experience in customer service, sales support, or relationship management, ideally in a professional or financial services environment, with a track record of supporting revenue growth and client retention.
Ability to work in a fast-paced environment, multi-task, and adapt to changing priorities.
Occasional travel may be required for client meetings and internal training or events.
IMPORTANT NOTICE:
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 accommodation to applicants and colleagues who need them for medical or religious reasons.
Compensation starts at $80,000+ annually and is negotiable at time of hire.
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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
