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Financial Planning Strategist

3 months ago

san diego, United States Pure Financial Advisors, LLC Full time

Responsibilities:

This position will require a solid understanding of our client service process as well as financial planning and tax planning strategies. This 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.
  • Assisting Advisors with creating financial planning recommendations (e.g. cash flow, risk management, estate planning, investments, and tax).


Job Duties:

  • Analyze & create financial plans by looking at client financial data (e.g. cash flow, risk management, estate planning, investments, and tax).
  • Partner with Advisors to determine appropriate financial planning recommendations.
  • Review tax, insurance, estate planning documents.
  • Update financial plans for clients, as needed.


Qualifications:

  • Bachelor’s degree in business, finance, or similar field. Additional certifications and/or education a plus.
  • CFP® designation required (or obtain CFP designation with 18 months of hire into position).
  • 5+ years of industry-related experience (preferred); however, 2 years of industry-related experience is required.
  • 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.).


Competencies:

  • Ability to effectively and accurately complete detailed work with a sense of urgency.
  • Able to prioritize time and complete projects in a timely manner.
  • Strong communication skills, both written and verbal, with the ability to effectively convey information to clients and others.
  • Ability to collaborate with others.
  • Capable of adapting to changing priorities, situations, and/or demands.