09/02/2026
WE’RE GROWING, AND WE’RE HIRING!
J.L. Perkins Wealth Management is looking for an exceptional Client Experience Coordinator to join our growing team here in Macon.
Starting Salary: $50,000 + Benefits
Schedule: Monday through Friday | No Weekends
We believe great financial planning is about much more than investments. It’s about taking care of people. That experience begins the moment someone calls our office, walks through our doors, or becomes part of the J.L. Perkins family.
We’re looking for someone who loves people, takes pride in the little details, and understands how to make clients feel genuinely welcomed, valued, and cared for.
What You’ll Do:
• Help create an exceptional experience for every client and prospective client who interacts with our firm
• Welcome clients and guests and help make our office an inviting, professional environment
• Coordinate client meetings, scheduling, and follow-up
• Communicate with clients by phone, email, and in person
• Assist our advisors and team with administrative and operational needs
• Help us continually improve the way we serve and communicate with our clients
• Become an important part of a growing firm with opportunities to take on greater responsibility
Who We’re Looking For:
We’re looking for someone who is friendly, polished, organized, dependable, and exceptionally good with people.
You should be the kind of person who notices the details others miss, enjoys helping people, communicates well, and doesn’t need to be reminded that the little things matter.
Experience in financial services is a plus, but finding the right person is more important to us than finding the right resume.
Want to Stand Out?
Send a quick video telling us a little bit about yourself and why you think you would be a great fit for our company!
Why J.L. Perkins Wealth Management?
We’re an independent wealth management firm helping people make great financial decisions.
We’ve built a great team, recently moved into our new office, and we’re continuing to grow. We want someone who is excited about being part of what we’re building, not simply looking for their next job.
If this sounds like you, or sounds exactly like someone you know, we’d love to hear from you.
To apply, send your résumé to [email protected] with “Client Experience Coordinator” in the subject line.
And if you know someone who would be a great fit for our team, please share this post with them.
