Pure Financial Advisors, LLC
Financial Planning Strategist
Pure Financial Advisors, LLC, San Diego, California, United States, 92189
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Pure Financial Advisors, LLC provided pay range
This range is provided by Pure Financial Advisors, LLC. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range
$70,000.00/yr - $85,000.00/yr Direct message the job poster from Pure Financial Advisors, LLC Director of Human Resources at Pure Financial Advisors, LLC
Pure Financial is looking for qualified CFP’s to help with us meet the demand of potential clients that want to do business with our firm. Specifically, we are looking for individuals to work in the Planning department to support Advisors and help provide financial planning recommendations for our clients. Responsibilities: The
Financial Planning Strategist
position requires 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). 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. Proficiency utilizing software applications (eMoney, Morningstar, Excel, Salesforce CRM, Tamarac, etc.). 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. Seniority level
Seniority level Associate Employment type
Employment type Full-time Job function
Job function Finance Referrals increase your chances of interviewing at Pure Financial Advisors, LLC by 2x Inferred from the description for this job
Medical insurance 401(k) Vision insurance Disability insurance Get notified when a new job is posted. Sign in to set job alerts for “Financial Strategist” roles.
Solana Beach, CA $75,000.00-$100,000.00 2 weeks ago San Diego, CA $90,000.00-$100,000.00 21 hours ago Solana Beach, CA $70,000.00-$115,000.00 3 weeks ago San Diego, CA $60,000.00-$100,000.00 21 hours ago San Diego Metropolitan Area $61,000.00-$250,000.00 5 days ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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This range is provided by Pure Financial Advisors, LLC. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range
$70,000.00/yr - $85,000.00/yr Direct message the job poster from Pure Financial Advisors, LLC Director of Human Resources at Pure Financial Advisors, LLC
Pure Financial is looking for qualified CFP’s to help with us meet the demand of potential clients that want to do business with our firm. Specifically, we are looking for individuals to work in the Planning department to support Advisors and help provide financial planning recommendations for our clients. Responsibilities: The
Financial Planning Strategist
position requires 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). 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. Proficiency utilizing software applications (eMoney, Morningstar, Excel, Salesforce CRM, Tamarac, etc.). 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. Seniority level
Seniority level Associate Employment type
Employment type Full-time Job function
Job function Finance Referrals increase your chances of interviewing at Pure Financial Advisors, LLC by 2x Inferred from the description for this job
Medical insurance 401(k) Vision insurance Disability insurance Get notified when a new job is posted. Sign in to set job alerts for “Financial Strategist” roles.
Solana Beach, CA $75,000.00-$100,000.00 2 weeks ago San Diego, CA $90,000.00-$100,000.00 21 hours ago Solana Beach, CA $70,000.00-$115,000.00 3 weeks ago San Diego, CA $60,000.00-$100,000.00 21 hours ago San Diego Metropolitan Area $61,000.00-$250,000.00 5 days ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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