Investment Planning Consultant

2 months ago

Irvine, California, United States Pure Financial Advisors, LLC Full time

About Pure Financial Advisors, LLC

Pure Financial Advisors, LLC operates as a fee-only Registered Investment Advisor (RIA), dedicated to delivering all-encompassing retirement planning and tax-efficient investment management services. Our holistic approach to financial planning enables us to manage substantial assets and cater to clients nationwide.

Role Overview

We are seeking experienced financial professionals who hold designations such as CERTIFIED FINANCIAL PLANNERTM (CFP), Certified Public Accountant (CPA), or Chartered Financial Analyst (CFA), or possess a minimum of five years of relevant financial planning experience. This position is crucial in addressing the growing demand for our services.

Why Choose Pure?

At Pure, we prioritize the success of our Advisors by providing specialized support that allows them to focus on client interactions and delivering thorough financial guidance. Our support structure includes:

  • Marketing & Business Development: We handle lead generation through various channels, including educational seminars and media appearances, ensuring Advisors can concentrate on client engagement.
  • Comprehensive Financial Planning: Our dedicated team of financial experts collaborates with Advisors to offer in-depth advice on all facets of financial planning, including tax, estate, and retirement planning.
  • Investment Management: Our trading team partners with Advisors to manage client portfolios efficiently, employing strategies such as daily rebalancing and tax loss harvesting.
  • Operations and Client Services: Our client service teams manage all transactional details, alleviating the administrative burden on Advisors.
  • Professional Development: We are committed to ongoing training for our Advisors, ensuring they stay informed about the latest regulations and planning strategies.

Qualifications:

  • Preferred qualifications include CFP, CPA, or CFA designations, or at least five years of financial planning experience.
  • Strong ability to evaluate client needs and financial objectives.
  • Comprehensive knowledge of retirement, estate, and tax planning, as well as investment strategies.
  • Excellent communication skills, with the ability to present detailed financial plans effectively.
  • Experience in teaching or public speaking is advantageous.

Compensation and Benefits:

  • This is a salaried position with a competitive benefits package.
  • Base salary is complemented by a variable compensation structure based on performance.
  • Comprehensive benefits include health insurance, retirement plans with employer matching, and generous paid time off.

Conclusion

We are looking for exceptional individuals who can provide thorough retirement planning and tax-efficient investment strategies while adhering to fiduciary standards and prioritizing client interests.

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