J.L. Perkins Wealth Management
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Direct message the job poster from J.L. Perkins Wealth Management
Founder of Cole Creative + Co-Founder of Jones Cole Rental Collective J. L. Perkins Wealth Management is a growing financial advisory firm committed to providing personalized financial planning services. We are driven by a commitment to client success, innovative strategies, and exceptional service. As we continue to grow, we are looking to hire a licensed Relationship Advisor to serve our existing client base. This is not a sales role.
Our Relationship Advisors support our sales advisors by preparing cases, attending client meetings, and nurturing client relationships post-onboarding — without prospecting, cold calling, or sales quotas.
We’re looking for a client-focused professional to join our advisory team in a relationship-first role. This role is ideal for someone who loves working with people, enjoys preparing for client meetings, and wants to be client-facing. This role includes preparing cases, attending client meetings, onboarding clients, and nurturing long-term relationships.
Requirements:
Life Insurance License Series 65 License
What This Role IS:
Client-facing Planning-focused Relationship-driven Supportive and collaborative
What This Role IS NOT:
No cold calling
Day-to-Day Responsibilities:
Before Meetings:
Organize data and planning inputs into various planning software tools
During Meetings:
Attend discovery, recommendation, and onboarding meetings Take notes and track action items
After Onboarding:
Serve as secondary client contact
Proactively nurture client relationships
Benefits:
Bonus tied to client experience and team success
Health, dental, and vision insurance
Health savings account
401(k) with company match
Paid time off
Application Question(s):
Please describe your ideal work environment.
What excites you about the possibility of working for our firm?
What motivates you to do your best work?
How would your former colleagues or classmates describe you?
Do you want to stand out? Record a 2-3 minute video telling us why you would be a great addition to our team and email the link to that video to careers@jlperkinswealth.com
Seniority level Entry level
Employment type Full-time
#J-18808-Ljbffr
Direct message the job poster from J.L. Perkins Wealth Management
Founder of Cole Creative + Co-Founder of Jones Cole Rental Collective J. L. Perkins Wealth Management is a growing financial advisory firm committed to providing personalized financial planning services. We are driven by a commitment to client success, innovative strategies, and exceptional service. As we continue to grow, we are looking to hire a licensed Relationship Advisor to serve our existing client base. This is not a sales role.
Our Relationship Advisors support our sales advisors by preparing cases, attending client meetings, and nurturing client relationships post-onboarding — without prospecting, cold calling, or sales quotas.
We’re looking for a client-focused professional to join our advisory team in a relationship-first role. This role is ideal for someone who loves working with people, enjoys preparing for client meetings, and wants to be client-facing. This role includes preparing cases, attending client meetings, onboarding clients, and nurturing long-term relationships.
Requirements:
Life Insurance License Series 65 License
What This Role IS:
Client-facing Planning-focused Relationship-driven Supportive and collaborative
What This Role IS NOT:
No cold calling
Day-to-Day Responsibilities:
Before Meetings:
Organize data and planning inputs into various planning software tools
During Meetings:
Attend discovery, recommendation, and onboarding meetings Take notes and track action items
After Onboarding:
Serve as secondary client contact
Proactively nurture client relationships
Benefits:
Bonus tied to client experience and team success
Health, dental, and vision insurance
Health savings account
401(k) with company match
Paid time off
Application Question(s):
Please describe your ideal work environment.
What excites you about the possibility of working for our firm?
What motivates you to do your best work?
How would your former colleagues or classmates describe you?
Do you want to stand out? Record a 2-3 minute video telling us why you would be a great addition to our team and email the link to that video to careers@jlperkinswealth.com
Seniority level Entry level
Employment type Full-time
#J-18808-Ljbffr