Financial Advisor at Pearl Wealth Group | Torre
Financial Advisor
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Pearl Wealth Group

Financial Advisor

Pearl Wealth Group
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You'll empower clients to achieve confident retirements through planning-first, independent financial guidance.
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Shared by
Paulina Romero Moreno
 13 days ago

Requirements and responsibilities

We're looking for one exceptional Financial Advisor to join Pearl Wealth GroupAt Pearl Wealth Group, we're a retirement-focused, independent RIA that believes financial planning should come before investments. We serve clients across the country through virtual meetings, and we're growing quickly.Here's what We're looking for:CFP®, RICP®, CRC®, CFA®, or similar designationSeries 65 and insurance licensedSomeone who can build trust through conversations—not sales scriptsA planner who wants long-term client relationships, not one-time transactionsAn independent, entrepreneurial mindset—someone who takes ownership of their success, follows up consistently, and creates opportunities rather than waiting for them. We provide warm, self-scheduled prospects, but the best advisors know that growth comes from initiative, referrals, and exceptional client service.Built for entrepreneurial advisors who want the independence of a 1099 model, the flexibility to control their calendar, and the opportunity to grow alongside a rapidly expanding firm.What you'll find here:Fully remote with flexibilityWarm, self-scheduled prospects (no cold calling)Planning-first culture with no product quotasEstablished marketing and a growing retirement nicheThe opportunity to truly change people's livesLocated in the Grand Rapids, Michigan area (remote position)This isn't a role for someone who wants to cold call all day or chase product quotas. It's for an advisor who genuinely enjoys helping people retire with confidence.This isn't the right fit for everyone. But if you're passionate about retirement planning and want to be part of a firm that's growing the right way, we'd love to talk.Direct Message if you are interested!
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