Senior Financial Advisor - Holistic Wealth & Retirement
Pearl Capital Management
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. #J-18808-Ljbffr Pearl Capital Management
Vacancy posted 2 days ago
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