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Pearl Capital Management
Phoenix, Arizona
ALSAC/ St. Jude
Memphis, Tennessee
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Financial Planner
Act as subject matter expert for financial planning (also working knowledge of insurance) within the practice. This position will be responsible for assisting financial advisors in the creation and delivery of financial planning. This role provides support through collecting, entering and thoroughly analyzing client data, and preparing initial strategies, financial plans and direct client follow up. Responsibilities Act as subject matter expert for financial planning within the practice Ideally have a working knowledge of life insurance and annuities (not required) Partner with lead financial advisor on case design Interact with clients for data collection and planning follow up items Enter data for new
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