Senior Financial Advisor - Holistic Wealth & Retirement

Pearl Capital Management; Phoenix (AZ); On-site; USD 120,000 - 180,000; Full time

Job summary

Pearl Capital Management is seeking a Senior Financial Advisor to lead client relationships and provide high-level financial guidance. You will meet clients, develop comprehensive plans, and advise on retirement, investments, taxes, and risk, while constructing diversified portfolios and monitoring performance.

Responsibilities include regulatory compliance, team collaboration, and business development through referrals and educational events to support firm growth.

Qualifications

• Demonstrated expertise in Financial Planning and Retirement Planning.
• Strong foundation in Finance and Investments, including portfolio construction, asset allocation, and risk management.
• A portable book of business is a requirement.
• Proven experience in Financial Advisory, providing objective, client-focused guidance and maintaining high ethical standards.
• Relevant professional certifications such as CFP®, CFA®, or ChFC® are strongly preferred.
• Bachelor's degree in Finance, Economics, Business, or a related field; advanced degree is an advantage.
• Excellent analytical, communication, and interpersonal skills, with the ability to explain complex concepts clearly.
• Track record of building and maintaining long-term client relationships and contributing to practice growth.
• Commitment to ongoing professional development and staying current with industry regulations, products, and best practices.

Responsibilities

• Meeting with clients to assess their financial situations.
• Developing comprehensive financial plans.
• Advising on retirement strategies, investments, tax considerations, and risk management.
• Constructing and maintaining diversified investment portfolios.
• Monitoring performance and recommending adjustments aligned with market conditions and client objectives.
• Preparing detailed financial reports.
• Maintaining compliance with regulatory requirements.
• Collaborating with internal team members to deliver integrated advisory services.
• Supporting business development by cultivating client referrals, participating in educational events, and contributing to growth.

Skills

Financial Planning

Retirement Planning

Portfolio construction

Asset allocation

Risk management

Client relationships

Communication skills

Analytical skills

Education

Bachelor's degree in Finance, Economics, Business, or related field

CFP®, CFA®, or ChFC® certifications preferred

Advanced degree advantageous

Job description

Pearl Capital Management is seeking a Senior Financial Advisor to lead client relationships and provide high-level financial guidance. You will meet clients, develop comprehensive plans, and advise on retirement, investments, taxes, and risk, while constructing diversified portfolios and monitoring performance.

Responsibilities include regulatory compliance, team collaboration, and business development through referrals and educational events to support firm growth.