Financial Planner/Financial Planning Strategist
- Employer
- Pure Financial Advisors, LLC
- Location
- San Diego, California
- Salary
- Provided during the interview process
- Closing date
- Nov 28, 2020
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- Job Role
- Financial Planner
- Employment Type
- Full Time
- Level
- Experienced
- Experience Level
- 1-4 years
- CFP® Certification
- Required
Job Details
The Financial Planning Strategist position covers a wide range of responsibilities including, but not limited to, supporting advisors in processing financial data to develop accurate, attractive, and professional reports and assisting advisors on creating financial planning recommendations (e.g. cash flow, risk management, estate planning, investments, and tax).
This position also requires a clear understanding of our client service process as well as financial planning and tax planning strategies.
Responsibilities:
- Analyze & create financial plans by looking prospects financial data (e.g. cash flow, risk management, estate planning, investments, and tax)
- Partner with Advisors to determine appropriate recommendations
- Review tax, insurance, estate planning documents
- Update client financial plans yearly
Qualifications:
- CFP® designation required
- 5+ years of industry related experience (preferred)
- Comprehensive knowledge of retirement planning, cash flow, risk management, estate planning, investments, and tax estimation and minimization
- Competency utilizing software applications (eMoney, Morningstar, Excel, Salesforce CRM, Tamarac, etc.)
Additional requirements - Candidates must be able to:
- Effectively and accurately complete detailed work with a sense of urgency
- Prioritize time and handle multiple demands and competing priorities
- Communicate effectively - written and oral communication skills
- Adapt to changing priorities, situations, and demands
Pure Financial Advisors, Inc.
Pure Financial Advisors, Inc. is a fee-only registered investment advisor, providing comprehensive retirement planning services and tax-optimized investment management services. Our headquarters are in San Diego with branches in Brea, Irvine and Los Angeles.
We put education at the core of everything we do and strive to be a financial resource that people can turn to when they need a helping hand. Pure Financial Advisors, Inc. collaborates with leading academics to provide education on financial strategies that work in the real world. Additionally, we offer retirement planning courses & classes, which are led by our company’s financial advisors.
We need qualified CFP’s to help with us meet the demand of potential clients that want to do business with our firm.
We are looking for high quality individuals that can provide financial planning recommendations (e.g. cash flow, risk management, estate planning, investments, and tax) for our clients.
Company
Pure Financial Advisors, LLC is an independent RIA firm that manages over 3.8 billion in assets. We are ranked on INC 500 as one of the fastest-growing private companies and have been named to Financial Times Top 300 RIAs in the U.S. for the 6th consecutive year. Pure Financial Advisors, Inc. is a fee-only advisory firm located in San Diego, CA, with several branch offices in southern California. Our mission is to bring high-quality integrated financial planning and asset management to the mass affluent within a business model that’s conflict-free and designed to create a rewarding career for financial advisors in a fee-only environment.
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