Pearl Capital Management
Pearl Capital Management
Phoenix, AZ | ~32 hours/week
Pearl Capital Management is seeking an experienced Financial Advisor to support an established book of high‑net‑worth clients in a dedicated servicing role. This position is ideal for an advisor who loves financial planning and client relationships—without the pressure of business development.
This is a part‑time, hybrid role. In‑person training is required during the first year, with the option to transition to remote flexibility afterward.
What You’ll Do
Support a Senior Wealth Advisor with client meetings, case design, and plan execution
Deliver proactive, high‑touch financial planning and client service
Assist with retirement planning, tax‑aware strategies, investments, and estate considerations
Maintain accurate client records and planning data in the CRM
Monitor portfolios and coordinate with our investment team
Help ensure a smooth, elevated client experience across all touchpoints
What We’re Looking For
5+ years of advisory or financial planning experience
Strong foundation in investments, planning strategies, and retirement analysis
Excellent communication and relationship‑management skills
Comfort working in a collaborative, detail‑oriented environment
Bachelor’s degree in Finance, Economics, Business, or related field
CFP® or CFA® preferred (or progress toward certification)
Who Will Love This Role
An advisor who thrives in a service‑focused position
Someone who values meaningful long‑term relationships
A professional who appreciates flexibility and work‑life balance
A planner who enjoys working with a high‑caliber, supportive team
Referrals increase your chances of interviewing at Pearl Capital Management by 2x
Get notified about new Financial Advisor jobs in
Greater Phoenix Area .
#J-18808-Ljbffr
Pearl Capital Management is seeking an experienced Financial Advisor to support an established book of high‑net‑worth clients in a dedicated servicing role. This position is ideal for an advisor who loves financial planning and client relationships—without the pressure of business development.
This is a part‑time, hybrid role. In‑person training is required during the first year, with the option to transition to remote flexibility afterward.
What You’ll Do
Support a Senior Wealth Advisor with client meetings, case design, and plan execution
Deliver proactive, high‑touch financial planning and client service
Assist with retirement planning, tax‑aware strategies, investments, and estate considerations
Maintain accurate client records and planning data in the CRM
Monitor portfolios and coordinate with our investment team
Help ensure a smooth, elevated client experience across all touchpoints
What We’re Looking For
5+ years of advisory or financial planning experience
Strong foundation in investments, planning strategies, and retirement analysis
Excellent communication and relationship‑management skills
Comfort working in a collaborative, detail‑oriented environment
Bachelor’s degree in Finance, Economics, Business, or related field
CFP® or CFA® preferred (or progress toward certification)
Who Will Love This Role
An advisor who thrives in a service‑focused position
Someone who values meaningful long‑term relationships
A professional who appreciates flexibility and work‑life balance
A planner who enjoys working with a high‑caliber, supportive team
Referrals increase your chances of interviewing at Pearl Capital Management by 2x
Get notified about new Financial Advisor jobs in
Greater Phoenix Area .
#J-18808-Ljbffr