Relationship Advisor

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Direct message the job poster from J.L. Perkins Wealth Management

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

Entry level

Full-time