Financial Planning Strategist - Seattle, WA

Pure Financial Advisors Inc.; San Diego (CA); On-site; USD 40,000 - 60,000; Full time

Job summary

Pure Financial Advisors Inc. is looking for a Client Relations Specialist to join our San Diego office. This full-time role is vital to providing a welcoming experience for clients and prospective clients.

Key responsibilities include administrative support for the Financial Planning department, accurate data entry, and assisting financial planners with essential functions to ensure smooth operations.

Qualifications

• Personable and client-focused approach.
• Strong organizational skills.
• Accurate data entry capabilities.

Responsibilities

• Handling key administrative functions.
• Assisting Financial Planners and Advisors as needed.
• Ensuring smooth operation of administrative workflows.

Job description

Job Overview

Pure Financial Advisors is seeking a personable, organized, and client-focused professional to join our San Diego office as a Client Relations Specialist (Front Office Specialist). This is a full-time position at the heart of our client experience — you will be the first face clients and prospective clients see when they walk through our doors.

Responsibilities

This is an Administrative Support position for the Financial Planning department, which provides essential support to the Planning Department by handling key administrative functions and assisting Financial Planners and Advisors, as needed. The role requires accurate data entry, correct preparation of materials, and smooth operation of administrative workflows.