Pure Financial Advisors, LLC · 10 hours ago
Financial Advisor
LA Metro Area
Full-time
Onsite
Mid, Senior Level
5+ years exp**Pure **Financial Advisors, LLC is a fee-only Registered Investment Advisor (RIA) providing comprehensive retirement planning services and tax-optimized investment management services. The Financial Advisor will help clients with their financial goals by delivering comprehensive financial plans and managing client relationships while receiving support in marketing, financial planning, and investment management.
AdviceAsset ManagementFinancial ServicesPersonal FinanceRetirementRisk Management
Hiring Manager
Jon Zimmerly
Responsibilities
Marketing & Business Development – We generate the leads so that our Advisors don’t have to invest their time on marketing efforts. This is done in various ways, including our educational classes and client events, as well as, Your Money, Your Wealth® television and podcast shows. We have teams focused on marketing and business development to handle calls from numerous prospective clients – people that want to sit down with an experienced financial professional. We also set the appointments, so that the Advisor can spend the time meeting with prospective clients, gaining a better understanding of their needs and how we can help them meet their financial goals
Financial Planning – Our extensive Financial Planning department is comprised of dedicated, experienced financial professionals who partner with our Advisors and provide comprehensive and detailed advice on all aspects (financial planning, tax planning, estate planning, retirement planning, etc.) of the client’s life. We take a deep and PURE dive into planning
Investment Management – Pure’s trading department works with Advisors on managing the client’s portfolio in a tax-optimized way – daily rebalancing, tax loss harvesting, asset location, etc
Operations and Client Services – We have client service teams to handle everything – they work with the custodians to ensure all transactions are taken care of and take the paperwork off the Advisor’s “to-do” list!
Unparalleled Professional Development – Advisors receive constant training on new regulations, concepts, planning ideas, etc. We are dedicated to providing growth and development to not only our Advisors but all members of our team
Qualification
Required
CERTIFIED FINANCIAL PLANNER® professional, Certified Public Accountant or Chartered Financial Analyst®
At least five years of financial planning experience
Ability to assess a prospective client's needs and their financial goals
A solid understanding of retirement planning, estate planning, tax planning, cash flow, investment and asset allocation strategies, and risk management
Effective communication skills
Ability to deliver comprehensive financial plans to clients
Preferred
Previous experience teaching classes or presenting
Benefits
Health (medical, dental, and vision insurance)
FSA and/or HSA plans
Group and voluntary life/accidental death & dismemberment (AD&D) insurance
Long-term disability insurance (LTD)
A 401(k) plan with an enhanced employer match, including pre-tax, Roth and after-tax contributions
A generous paid time off policy
Company
Pure Financial Advisors, LLC
Pure Financial was founded in 2007 and is a fee-only Registered Investment Advisor (RIA), providing comprehensive retirement planning services and tax-optimized investment management services.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
unknownKey Investors
Lee Equity Partners
2021-09-01Private Equity
Leadership Team
Joseph Anderson
President and CEO
Michael Fenison
Founder, Chairman
Recent News
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