Financial Planning Specialist

6 days ago


Davis, California, United States Pure Financial Advisors Full time
Join Pure Financial Advisors, LLC as a Financial Planning Specialist

Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor (RIA) dedicated to providing comprehensive retirement planning services and tax-optimized investment management solutions. Our team of experienced financial professionals is committed to delivering personalized financial planning advice to clients across the nation.

Key Responsibilities:
  • Assess prospective clients' needs and financial goals
  • Develop and implement comprehensive financial plans
  • Collaborate with our Financial Planning department to provide detailed advice on financial planning, tax planning, estate planning, and retirement planning
  • Work with our Investment Management team to manage clients' portfolios in a tax-optimized way
  • Provide exceptional client service and support
Requirements:
  • Certified Financial Planner (CFP) or equivalent certification
  • At least five years of financial planning experience
  • Ability to communicate effectively with clients and colleagues
  • Strong understanding of financial planning concepts, including retirement planning, estate planning, tax planning, and investment management
What We Offer:
  • Salaried position with benefits
  • Starting base salary: $125,000, with potential for variable compensation
  • Opportunities for professional development and growth
  • Collaborative and supportive work environment

Pure Financial Advisors, LLC is committed to providing a comprehensive benefits package, including health insurance, 401(k) plan, and paid time off. If you are a motivated and experienced financial professional looking for a new challenge, please consider joining our team.



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