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Pure Financial Advisors, LLC · 1 week ago

Financial Planning Strategist

Seattle, WA

Full-time

Onsite

Mid, Senior Level

$75K/yr - $85K/yr

5+ years exp

Pure Financial Advisors, LLC is one of the fastest growing RIAs dedicated to transforming financial data into actionable advice. In this role, the Financial Planning Strategist will partner with advisors to provide tailored financial strategies, review client documents, and manage multiple new client cases.

AdviceAsset ManagementFinancial ServicesPersonal FinanceRetirementRisk Management

Hiring Manager

Jon Zimmerly

Responsibilities

Our advisors bring on thousands of new clients on an annual basis. Every new client receives tailored financial planning advice to help them navigate their goals. This is achieved through the members of our centralized planning department partnering with the advisors to analyze client financial data and create tailored financial strategies for new clients

You will serve as an expert in all areas of financial planning (cash flow, retirement, investments, tax planning, estate planning, and risk management) when partnering with the advisors on new client cases

Review client documents (investment statements, tax returns, insurance and estate documents) to identify opportunities and build out detailed cash flow-based plans through our eMoney planning software

Each Financial Planning Strategist is responsible for completing hundreds of new client cases each year. This will require strong attention to detail, the ability to stay organized, and leverage technology to maximize efficiency when managing workflow

Qualification

CFP® designationFinancial planningFinancial softwareTax strategiesInvestmentsRisk managementCommunicatorDetail-orientedCollaborativeAdaptable

Required

Bachelor's degree in business, finance, or related field

5+ years' experience in financial services (minimum of 2 years required) or equivalent experience in a client-facing role involving strategic analysis and proposals

Comprehensive knowledge of financial planning, tax strategies, investments, and risk management

Tech-savvy with financial software (eMoney, Excel & Salesforce)

Detail-oriented and driven by excellence

A strong communicator who can simplify complex concepts

Collaborative, adaptable, and always eager to learn

Able to balance multiple projects and deadlines with ease

Preferred

Advanced certifications a plus

CFP® designation required (or actively working toward obtaining the CFP designation). Must be obtained within 18 months from being hired into the position

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

Generous holiday and paid time off policies

CFP® continuing education and tuition reimbursement

Career development programs and leadership training

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.

Founded in 2007

San Diego, California, USA

51-200 employees