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Financial Advisor

Company: Granite Job Alerts - Pure Financial Advisors, LLC
Location: Brea
Posted on: July 27, 2022

Job Description:

Financial Advisor-Pure Financial Advisors, LLC
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 with branch offices in California (Brea, Irvine and Los Angeles [Woodland Hills]) and the Seattle, WA area. We are looking for a CFP - credentialed financial professional to join our team in Brea, CA to help us meet the demand of potential clients that want to do business with our firm. 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 Fi

Keywords: Granite Job Alerts - Pure Financial Advisors, LLC, Fullerton , Financial Advisor, Accounting, Auditing , Brea, California

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