Client Relationship Associate (Licensed)

Client Relationship Associate (Licensed – Service Advisor Track)

Location: Greenville, South Carolina

Company: JEHM Wealth & Retirement

About Us

JEHM Wealth & Retirement is a boutique financial services firm rooted in the Upstate of South Carolina, with our office located in the Five Forks area. We take pride in helping our client families piece together their retirement puzzle with clarity, confidence, and care.

Our team-based model ensures clients receive consistent, thoughtful service without relying on a single individual advisor. We value long-term relationships, clear processes, and doing things the right way — for our clients and our team.

About the Role

We’re hiring a licensed Client Relationship Associate for a long-term, service-focused advisory role that will transition into leading client progress reviews over time.

This position is ideal for an experienced financial professional who understands the industry, enjoys working with clients, and prefers a collaborative, service-oriented role rather than being a primary sales advisor. While this is not a cold-prospecting or rainmaker position, it does carry responsibility and accountability as the role grows.

This position is ideal for an experienced, licensed professional who:

• Understands the financial services industry
• Enjoys working closely with existing clients
• Prefers a collaborative, service-oriented role
• Is comfortable participating in client meetings
• Does not aspire to be a lead or primary sales advisor

What You’ll Do

• Participate in and eventually lead client progress reviews (While full leadership of client meetings and progress reviews will develop over time, candidates should already be comfortable participating in client meetings and engaging in live advisory conversations.)
• Serve as a knowledgeable, trusted point of contact for assigned clients
• Support ongoing service needs, follow-ups, and plan execution
• Assist with applications, account transfers, and money movement tracking
• Coordinate closely with the Client Service Director to ensure timely follow-through
• Maintain accurate CRM notes, workflows, and documentation
• Identify planning or investment opportunities within existing client relationships
• Support referral growth through strong client service and relationships

This role does not require cold prospecting, outbound sales campaigns, or building a personal book of business. Growth expectations are focused on serving existing clients well and recognizing opportunities that naturally arise through ongoing planning conversations.

Who This Role Is For

This role is a great fit for someone who:

• Enjoys working with clients without heavy sales pressure
• Takes pride in accuracy, consistency, and follow-through
• Prefers collaboration over competition
• Likes being the steady, dependable professional others rely on
• Wants a long-term advisory career focused on service and relationships

If you enjoy supporting clients, executing plans correctly, and being a trusted advisor within a strong team — this role was designed with you in mind.

Requirements (Please Read Carefully)

• Active insurance license and Series 65 (required)
• Minimum of 2 years of financial services industry experience (required)
• Prior experience working directly with clients in an advisory, service, or support role
• Strong organizational skills and attention to detail
• Clear, professional written and verbal communication
• Comfortable following established processes and workflows
• Team-first, service-oriented mindset

Experience with Medicare Supplements and Medicare Advantage plans is a strong plus, though not required.

Why You’ll Love Working Here

• Clear expectations: No ambiguity about your role or success metrics
• Team-based culture: Shared responsibility, shared success
• Client continuity: Long-term relationships without prospecting stress
• Boutique environment: Your work is visible, valued, and appreciated
• Professional respect: This is a meaningful, respected advisory role

Compensation & Details

• Compensation: $50,000–$55,000 base salary, plus bonus/commission opportunity tied to firm and individual performance
• Hours: Full-time, Monday–Friday
• Benefits: PTO, paid holidays, 401(k) with match, health insurance, and professional development support

Final Note

This role is designed for someone who wants to remain in a service-focused advisory position long-term, while contributing to client growth through thoughtful planning conversations and excellent service.

If you value relationships, teamwork, and doing things the right way — we’d love to talk.

Presented by Advisor Talent Solutions

Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.

Learn more about our approach and services at advisortalentsolutions.com