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