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Financial Planning Strategist - San Diego, CA

Company: Pure Financial Advisors Inc.
Location: San Diego
Posted on: May 27, 2023

Job Description:

Pure 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.The Financial Planning Strategist 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 and assisting advisors on creating financial planning recommendations (e.g. cash flow, risk management, estate planning, investments, and tax).This position also requires a clear understanding of our client service process as well as financial planning and tax planning strategies.Responsibilities:

  • Analyze & create financial plans by looking prospects financial data (e.g. cash flow, risk management, estate planning, investments, and tax)
  • Partner with Advisors to determine appropriate recommendations
  • Review tax, insurance, estate planning documents
  • Update client financial plans yearlyQualifications:
    • 5+ years of industry related experience (preferred)
    • Comprehensive knowledge of retirement planning, cash flow, risk management, estate planning, investments, and tax estimation and minimization
    • Competency utilizing software applications (eMoney, Morningstar, Excel, Salesforce CRM, Tamarac, etc.)Additional requirements - Candidates must be able to:
      • Effectively and accurately complete detailed work with a sense of urgency
      • Prioritize time and handle multiple demands and competing priorities
      • Communicate effectively - written and oral communication skills
      • Adapt to changing priorities, situations, and demands
      • Salary Range: $65,000-$85,000
      • Benefit package includes: health (medical, dental, and vision insurance), group and voluntary life/AD&D insurance, long-term disability insurance (LTD), 401(k) plan (and employer match).

Keywords: Pure Financial Advisors Inc., San Diego , Financial Planning Strategist - San Diego, CA, Accounting, Auditing , San Diego, California

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