Financial Advisor

Location
Seattle, WA
Salary
$125,000 + Benefits
Posted
Aug 29, 2023
Closes
Apr 28, 2024
Employment Type
Full Time
Experience Level
5 to 9 years
CFP® Certification
Pursuing

Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor (RIA), providing comprehensive retirement planning services and tax-optimized investment management services with over 4 billion in AUM. We are headquartered in San Diego and have branch offices in California (Brea, Irvine and Los Angeles); Seattle, WA (Mercer Island); Denver, CO; Chicago, IL and we are looking to expand in other cities.

 

We are looking for an individual (located in Seattle, Denver, or open to relocating) that has a thorough knowledge of the financial services business, including, but not limited to, the ability to process financial data to develop accurate, attractive, and professional reports and create financial planning recommendations (e.g., cash flow, risk management, estate planning, investments, and tax). We are looking for high quality individuals that can provide comprehensive retirement planning solutions and tax-optimized investment management strategies, that will adhere to fiduciary standards and act in the best interest of our clients.

 

Requirements:

 

  • Must have 7 years of industry experience. CFP® designation required (or must obtain within 18 months of date of hire). Bachelor’s degree in business, finance or similar fields preferred. 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. Strong relationship-management skills. Located either in Seattle, Denver, or open to relocating

Why become an Advisor with Pure? We provide specialized support so that our Advisors can spend their time where they need to – in front of clients, managing the client relationship and providing comprehensive financial planning advice.

 

Below are examples of how we provide support to our Advisors:

 

  • 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 way, including our educational classes and client events, as well as Your Money, Your Wealth® television and radio shows. We have teams focused on marketing and business development to handle calls from numerous prospective clients – people that want to sit down with a CFP®. 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 CFP® and CPA® professionals that 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 laws, concepts, planning ideas etc. We are dedicated to providing growth and development to not only our Advisors, but all members of our team.

Additional Details:

 

  • Salaried position + Benefits Starting base salary: $125,000; however, salary will move to a variable compensation structure (that exceeds the base salary) if/when certain milestones are achieved. Salary may also be based on factors including, but not limited, to experience, licenses/certifications, industry knowledge, ability to bring clients subject to contractual release.

Benefits package includes health (medical, dental, and vision insurance), group and voluntary life/accidental death & dismemberment (AD&D) insurance, long-term disability insurance (LTD), a 401(k) plan with an employer match, as well as a generous paid time off policy.

 

Interested?

 

We are looking for high quality individuals that can provide comprehensive retirement planning solutions and tax-optimized investment management strategies, that will adhere to fiduciary standards and act in the best interest of our clients.

 

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