Who We Are.
Pearl Planning is a female-owned financial planning and investment management company with locations in Dexter and Grosse Pointe Michigan. We work with clients across the country and like to say that we offer “financial planning for real life.” We are fast-growing and rely on digital marketing and a modern brand to help potential clients understand our services and choose to work with us. Founded in 2018, Pearl Planning manages more than $110 million in assets for 150 families. As a team, Pearl Planning is committed to building a modern professional services firm that is exceptional and different than run-of-the-mill financial services firms.
What You Can Expect
Pearl Planning is not your typical financial services office environment. We have an entrepreneurial team focused on developing a culture of mutual support and organizational and personal growth all while growing an outstanding, modern company. For the right person, these positions are amazing jobs. In addition to only accepting nice people as clients, so long as all the work is getting done, workdays are flexible and vacation/personal days are relatively frequent. Benefits include 401k, immediate vacation benefits and flexible summer hours, subsidized health insurance for the team and their family, long-term disability, and basic life insurance. If you think you would be a great addition to this special company team, please apply below with your resume and an explanation of what makes you the best employee we could hire.
Please click on a job title below to view its description, requirements, and responsibilities.
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