Certified Financial Planner

Certified Financial Planner- Salaried 50K-200k

 

PURE FINANCIAL ADVISORS, INC.

 

Be part of the professional team representing a new financial services business model that will raise the standard for the financial planning profession.

 

 

Early stage financial planning Registered Investment Advisory firm located in San Diego is looking for quality driven personal financial planners.  Our planners are salaried employees of the firm, not product salespeople and are never compensated by asset management fees or product sales commissions.  This is a great opportunity for the established planner who has a passionate desire to always do what is best for the client while pursuing a terrific carreer track.  We have eliminated the sales pressure, ethical dilemmas and conflict of interest issues generally associated with traditional independent financial advisors and planners.  Our new business model will benefit our planning clients and your professional image.  You will be the client’s most trusted advisor.  We also have incentives for transitioning existing clients.

 

Duties and Responsibilities

 

Passionately represent our firm, our principals, our strategic vision and your professional commitment

 

Prepare and monitor comprehensive financial personal financial plans

 

Coordinate tax, legal, insurance and investment professionals

 

Develop and manage client relationships

 

Grow professionally

 

Requirements

 

Great relationship skills

Positive attitude with a commitment to long term professional growth

A strong desire to do what is right, to help people, to be the good guy

Four year degree, preferably finance related

5+ years of financial industry experience

CFP® designation, CHFC® or Masters in Finance required, other designations a plus

Clean compliance and credit history

 

 Do you want to a part of something new and great? Check us out!