Financial Planning Strategist
3 weeks ago
Job Summary:
Pure Financial Advisors, LLC is seeking a highly skilled Financial Planning Strategist to join our team. As a key member of our financial planning department, you will be responsible for developing and implementing comprehensive financial plans for our clients.
Key Responsibilities:
- Analyze client financial data to create personalized financial plans.
- Partner with advisors to determine appropriate financial planning recommendations.
- Review tax, insurance, and estate planning documents.
- Update financial plans for clients as needed.
Requirements:
- Bachelor's degree in business, finance, or a related field.
- CFP designation required (or obtain within 18 months of hire).
- 5+ years of industry-related experience (preferred).
- Comprehensive knowledge of retirement planning, cash flow, risk management, estate planning, investments, and tax estimation and minimization.
- Proficiency in software applications such as eMoney, Morningstar, Excel, and Salesforce CRM.
Competencies:
- Ability to effectively 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.
- Ability to collaborate with others.
- Capable of adapting to changing priorities and situations.
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