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Pearl Capital Management
Phoenix, Arizona
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Wealth Advisor
Summary of responsibilities The Wealth Advisor delivers ongoing financial planning to a segment of Riverstone’s established client base. The role is responsible for deepening client relationships and delivering an exceptional client experience. This includes assisting clients in meeting their financial goals by recommending appropriate planning strategies, preparing for, and conducting client review meetings, answering incoming requests, and conducting investment research. This position also works closely with other staff members to deliver exceptional client service. This position is ideally suited for someone who is passionate about financial planning and wants to make a meaningful impact on clients.
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