Financial Advisor
$125kPure 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. Using a holistic planning approach, Pure Financial manages over $11.05 billion in assets (as of February 05, 2026) and services clients across the nation. We are headquartered in San Diego and have several branch offices in California (Brea, Davis, Irvine, and Los Angeles), as well as outside California, and we are looking to expand to other locations. If you are a CERTIFIED FINANCIAL PLANNER® professional, Certified Public Accountant or Chartered Financial Analyst®, and have at least five years of financial planning experience, please contact us about joining our team and helping us meet the demand of potential clients who 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 ways, including our educational classes and client events, as well as, Your Money, Your Wealth® television and podcast shows. We have teams focused on marketing and business development to handle calls from numerous prospective clients – people that want to sit down with an experienced financial professional. 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, experienced financial professionals who 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 regulations, concepts, planning ideas, etc. We are dedicated to providing growth and development to not only our Advisors but all members of our team. Requirements Pure’s financial advisors are generally required to be CERTIFIED FINANCIAL PLANNER® professionals, Certified Public Accountants or Chartered Financial Analysts, and have at least five years of financial planning experience. Pure’s advisors may also hold additional credentials to indicate their commitment to their profession. 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. Previous experience teaching classes or presenting is a plus. 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, and ability to bring clients subject to contractual release. Benefits package includes health (medical, dental, and vision insurance), FSA and/or HSA plans, group and voluntary life/accidental death & dismemberment (AD&D) insurance, long-term disability insurance (LTD), a 401(k) plan with an enhanced employer match, including pre-tax, Roth and after-tax contributions, as well as a generous paid time off policy. Interested? We are looking for high-quality individuals who 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. #J-18808-Ljbffr Pure Financial Advisors, LLC
$45k - $100k
...posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward... ...come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned,...SuggestedTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- A leading financial services firm is seeking a financial advisor in California. You will build and grow your own client practice aided by extensive support and training. This role requires an ambition-driven individual focused on forming lasting relationships and understanding...Suggested
$125k
Pure Financial Advisors, LLC is seeking a CERTIFIED FINANCIAL PLANNER® or CPA with at least five years of financial planning experience. The role involves providing comprehensive retirement planning and investment management services. The starting salary is $125,000 with...Suggested$70k - $90k
...Wealth Advisor LPL Financial collaborates with banks to provide a comprehensive suite of financial services tailored to their clients needs. This exciting opportunity at Banner Bank invites you to join our employee advisor model as a Wealth Advisor affiliated with...SuggestedWork at officeLocal area$70k - $90k
LPL Financial collaborates with banks to provide a comprehensive suite of financial services tailored to their clients' needs. This exciting... ..., Davis, Chico, or Mount Shasta, CA. Job Overview A Wealth Advisor acts as a dedicated representative assigned to a specific...SuggestedWork at office$70k - $90k
LPL Financial is seeking a Wealth Advisor located in California to deliver comprehensive financial services to clients. In this role, you'll provide tailored solutions and establish strong partnerships with retail branch staff. The ideal candidate is client-focused with...Work at office- ...make a difference in our customers’ lives by meeting their needs and offering them the best products and services to reach their financial goals. You will join a team that will support you, cheer you on, and celebrate your success. Your leadership team will help you as...
- ...utilizing technology to enhance client experiences. Ideal candidates will have at least a year of experience in sales within banking or financial services, excellent communication skills, and the ability to resolve client issues. This position requires flexibility to work...
- ...processing transactions and complying with regulations. You will develop long-term relationships with customers, learn about various financial products, and be part of a supportive team. Qualifications include a high school diploma and customer service experience. This...
$18 - $20 per hour
...professional interactions Refer customers to appropriate person or department as needed Responsible for accurately processing financial transactions, including but not limited to deposits, withdrawals, and payments etc. Support branch cash responsibilities such...Hourly payWork at officeFlexible hours$50 - $60 per hour
...finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. In this role, you might: Review and improve AI Assistant answers to questions about macro...Hourly payContract workFor contractorsWork experience placementRemote work$50 - $60 per hour
...finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities. In...Hourly payContract workWork experience placementRemote workFlexible hours$50 - $60 per hour
...finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. In this role, you might: Review and improve AI Assistant answers to questions about macro...Hourly payContract workFor contractorsWork experience placementRemote work$37.52 - $51.52 per hour
...this Job Job Summary Under the general direction of the Finance Manager and Senior Finance Analyst, provide budgetary and financial support to one or more units within the Offices of the Chancellor and Provost (OCP). Includes heavy utilization of Aggie Enterprise...Hourly payFull timeContract workTemporary workPart timeZero hours contractLocal areaRemote workMonday to FridayShift work$37.52 - $51.52 per hour
...School of Law Business Operations Office. Recommend improvements to business processes and procedures and advise the Director of Financial Services on the impact of policy and procedural changes. Suggest and develop methods and procedures to meet department goals and lead...Hourly payFull timeContract workTemporary workPart timeZero hours contractWork at officeLocal areaRemote workFlexible hoursShift work- Senior Home Lending Advisor, Davis, CA Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your... ...all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a unique opportunity...Work experience placementLocal areaImmediate startRelocation
$56k - $99.4k
A prominent university in California seeks a Student Services Advisor to manage services for the Chemistry Graduate Program. In this role, you will oversee admissions, academic advising, and policy development. The ideal candidate will have a Bachelor's degree and experience...$34.25 - $44.54 per hour
...immediate crisis counseling, and referrals to students in academic, financial, or personal difficulty. Knowledge of university, college,... ...Cluster Advising Center includes six professional staff advisors who report to the Undergraduate Programs Manager, and a team of...Hourly payFull timeContract workTemporary workPart timeZero hours contractLocal areaImmediate startRemote workFlexible hoursShift workWeekend workAfternoon shift- Universal Music Group in Woodland Hills seeks a Senior Financial Analyst to manage technology investments and provide financial insights. You will collaborate with leadership, ensuring accurate financial reporting and assisting in various financial processes. The ideal...
- Job Description Job Description This position is an (Retail) Assistant Manager responsible for managing the operations of the California Highway Patrol Academy Recreation Fund, Inc. aka CHP Academy PX. The PX Assistant Manager reports to the PX Manager and supports...Seasonal work
$104.06k - $150.89k
A leading financial institution in West Sacramento seeks a Relationship Manager to manage a portfolio of Commercial clients. Responsibilities include developing relationships for commercial loans and other banking products, managing the Center's budget, and participating...- Austin Community College is seeking an Advisor and Transfer Recruitment Coordinator to enhance student growth through individualized advising and program management. The role includes developing advising programs, managing recruitment efforts for transfer students, and...
$56k - $99.4k
Advisor and Transfer Recruitment Coordinator Under general direction from the Director of the University Honors Program (UHP), and in collaboration with the UHP Program Coordinator and the other UHP Advisor, the incumbent works with program leadership and campus partners...Temporary workZero hours contractInternshipLocal areaRemote workMonday to FridayFlexible hoursShift workAfternoon shift$19 - $21 per hour
...professional interactions. Refers customers to appropriate person or department as needed. Responsible for accurately processing financial transactions, including but not limited to deposits, withdrawals, and payments etc. Supports branch cash responsibilities...Hourly payFull timeWork at officeFlexible hours- Postcity-Financial-Credit-Union in West Sacramento seeks a Member Service Representative II to support branch operations and lending. Responsibilities include assisting with transactions, account maintenance, and cross-selling services. Candidates should have at least 2...Full time
$34.65 - $40.6 per hour
...contact to a group of ANR departments to provide substantive budget/financial administration, analysis and reporting, ledger reconciliation,... ...at the BOC for assigned ANR units including office personnel, advisors, PIs and office staff from select counties....Permanent employmentContract workTemporary workFor contractorsCasual workWork at officeLocal areaFlexible hours- ...and ensuring compliance with regulations. Candidates should have at least 2 years of customer service experience, preferably in a financial institution, and be proficient in Microsoft applications. Strong communication and problem-solving skills are essential. The role...Full time
$115k - $130k
...negotiation of loan structure with applicants, including fees, loan repayment options, and other credit terms Review applicant financial status, credit and collateral evaluation to determine feasibility of granting loan after receiving application back from Credit Services...Full timeWork at office$34.25 - $44.54 per hour
The University of California, Davis is seeking an Academic Advisor for its Yellow Cluster. The role involves managing advising and program administration, analyzing enrollment trends and providing comprehensive academic support. Ideal candidates will have effective communication...$67.7k - $120.5k
Associate Director (Stdt Svc Advisor 4 Sv) University of California, Davis, Davis, CA Job Summary Reporting directly to the Director... ...success and belonging. Professional experience addressing the financial, emotional, cultural, and academic needs of Chicanx/Latinx students...
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