CFP-Driven Financial Planning Strategist

Pure Financial Advisors, LLC; San Diego (CA); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Health insurance

401(k) match

Tuition reimbursement

Career development

Job summary

Pure Financial Advisors, LLC in San Diego, CA is seeking a skilled Financial Planning Strategist to join a growing team shaping client outcomes through comprehensive planning. You will partner with advisors to analyze client data and craft tailored strategies across cash flow, retirement, investments, taxes, and estate planning.

The role emphasizes accuracy, efficiency, and collaboration within a centralized planning department, with ongoing CFP progress valued.

Qualifications

• CFP designation required (or actively working toward obtaining CFP) within 18 months of hire.
• 5+ years’ experience in financial services or equivalent client-facing role involving strategic analysis and proposals.
• Comprehensive knowledge of financial planning, tax strategies, investments, and risk management.

Responsibilities

• Serve as an expert in all areas of financial planning (cash flow, retirement, investments, tax planning, estate planning, and risk management).
• Review client documents to identify opportunities and build detailed cash flow-based plans using eMoney planning software.
• Complete hundreds of new client cases each year with strong attention to detail and efficient workflow management.

Skills

CFP designation

Client-facing

Financial planning

Tax planning

Cash flow planning

Education

Bachelor's degree in business or finance

Tools

eMoney

Excel

Salesforce

Job description

Pure Financial Advisors, LLC in San Diego, CA is seeking a skilled Financial Planning Strategist to join a growing team shaping client outcomes through comprehensive planning. You will partner with advisors to analyze client data and craft tailored strategies across cash flow, retirement, investments, taxes, and estate planning.

The role emphasizes accuracy, efficiency, and collaboration within a centralized planning department, with ongoing CFP progress valued.