Associate Advisor (Associate Financial Advisor)

Employer
Pure Financial Advisors, Inc.
Location
Brea, California
Salary
Salaried position
Closing date
Oct 16, 2021

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Job Role
Financial Advisor
Employment Type
Full Time
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Job Details

We are looking for an Associate Advisor (AA) to team up with and be mentored by one of our more senior Advisors (lead advisor) in our Brea branch office. This position will provide planning support to the lead advisor while learning how to develop and manage existing client relationships as well as bring on new clients. The intent is for the AA role to evolve into a Financial Advisor role over several years and to help us meet the demand of potential clients that want to do business with our firm.

Candidates must have a thorough knowledge of the financial services business, including, but not limited to, the ability to process financial data to develop accurate, attractive, and professional reports and create financial planning recommendations (e.g., cash flow, risk management, estate planning, investments, and tax). Pure is looking for high quality individuals that can provide comprehensive retirement planning solutions and tax-optimized investment management strategies, that will adhere to fiduciary standards and act in the best interest of our clients

Company

Pure Financial Advisors, Inc. is an independent RIA firm that manages over 2.5 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.
Find Us
Telephone
619-814-4100
Location
3131 Camino Del Rio North, Suite 1550
San Diego
CA
92108
US

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