Financial Advisor
$125kPure Financial Advisors Inc.
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 12th, 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? 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 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 Inc.
- ...Collects the necessary client profile data, following standard KYC procedures to open account(s) as appropriate Serves as interim Financial Advisor, providing recommendation of investment products and services that are suitable for prospects and clients based on their...SuggestedInterim role
$125k
...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...Suggested- ...educate students in short-term and professional programs for gainful employment and career advancement.Careers Site: SUMMARYThe Financial Aid Advisor administers financial aid programs to prospective and active students. Responsibilities may include but are not limited to...SuggestedTemporary workWork at officeFlexible hours
- ...Strategic Fortune Wealth Management , a premier boutique financial firm in Greater Los Angeles, is seeking dynamic and ambitious professionals... ...to join our expanding team. We offer a robust platform for advisors to elevate their careers in the financial services industry,...SuggestedLocal areaFlexible hours
- ...Organizational Relationship Director of Student Financial Services Position Status Non-exempt, full-time, Monday through Friday, 8:00 a.m. to 5:00 p.m. Position Summary The Financial Aid Counselor will counsel students and authorized third parties about financial aid programs...SuggestedFull timeWork at officeLocal areaMonday to Friday
- ...Responsibilities When searching for future advisors, we look for a variety of skillsets that have proven to be leading indicators of success. In addition to the below, you have a responsibility to expand a business practice by use of effective prospecting and referral...
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor...Full timeContract workFor contractorsWork at office- ...firms and professionals dedicated to helping clients achieve their financial goals! At CWMG we believe your independence is your greatest... ...every step along your journey. What We Offer: Competitive Advisor Funding : Transition assistance for experienced advisors and a...Permanent employmentFull timeRelocationRelocation package
$61k - $119k
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative...Work at office- ...personal coach to our Nation’s military families, you will focus on financial plans that are constantly evolving to pursue short-term and... ...and military spouses to start and grow a successful Financial Advisor career. Sponsorship: First Command sponsors your pursuit of full...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
$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,...TraineeshipWork at officeLocal areaHome officeFlexible hours$80k - $110k
...exist for one reason: to help people live their best lives through financial empowerment and community. We do so by taking a concierge... .... Role Overview As we grow, we are seeking a Registered Client Advisor to manage highly coveted, long‑standing client relationships of...Work at office- ...transform the finance industry together. Schwab’s branch team is at the heart of our firm’s commitment to helping clients own their financial futures. In this exciting role, you’ll give clients financial guidance while forming lasting relationships built on trust, respect...Part timeImmediate startFlexible hours
- ...We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful Entry-Level Financial Advisor candidate has a passion for developing long-term relationships and an interest in financial data,...Work at office
$25 - $27.88 per hour
...position requires accurate cash handling, deep client conversations, and the ability to connect clients with solutions that meet their financial goals. Responsibilities Execute the bank’s risk culture and strive for operational excellence. Build and maintain relationships...Hourly payShift workWeekend workDay shift$86.1k - $154.9k
...Brea office to support collaboration and business needs.The Sr. Financial Analyst plays a key role in driving the organization’s... ...leadershipMaintain high ethical standards and serve as a trusted advisor by providing fact‑based, unbiased financial insights—even when...Contract workWork at office- SKYKEY FINANCIAL BOOKS APPOINTMENTS ON YOUR CALENDAR! SkyKey Financial is looking for motivated Retirement Specialists — scholar-athletes and candidates with athletic backgrounds strongly encouraged to apply, as we’ve consistently seen them succeed in sales and client...Full timePart time
$80k - $110k
...Registered Client Advisor At Blunt Wealth Services, we exist for one reason: to help people live their best lives through financial empowerment and community. We do so by taking a concierge approach to working with our clients, helping to form lifelong and intimate...For contractorsWork at office- ...Job Summary: Under indirect supervision, at the point of service provides financial counseling to patients in a personal interview to create a payer source for Inpatient and Outpatient self-pay accounts. Identifies potential third party liability, Workers Compensation...Local area
- ...Organization : Name GREATER LOS ANGELES AGENCY CA Default: Location : City CERRITOS Overview The purpose of the Financial Representative is to meet the needs of middle-income clients by educating them on risk protection, financial security, and wealth...Work at officeLocal area
- JPMorganChase is seeking a Private Client Banker in Yorba Linda, California, to manage the banking relationships of affluent clients. This role involves education and advice tailored to clients’ needs while ensuring compliance with policies and regulations. The ideal candidate...
$27.88 - $28.85 per hour
...Reports to Assistant Director of Financial Aid Compensation $27.88 - $28.85/hour General Purpose of the Job Under general supervision of the Assistant Director of Financial Aid, the Financial Aid Counselor works as part of a team to counsel current and prospective students...Work at officeAfternoon shift$20 - $25.14 per hour
...Banking division, as a part of our National Branch Network. You are part of the fabric of the local community, helping provide the financial service backbone for its residents, employees and local businesses. If you enjoy working with people, then this is a great role...Work experience placementLocal area$20 - $22.5 per hour
...deepens knowledge of Columbia Bank's product and service offerings and stays current on changes. Discuss and uncover customer’s financial needs to identify and offer appropriate products and services. Supports referral goals for branch by focusing and identifying and...Night shift$24.35 - $34 per hour
...community while enjoying a rewarding career. We are a $1.3 Billion financial institution located in Brea, CA looking for Consumer Loan... ...insurance, generous 401(K) plan with employer match, financial advisor, free banking, discounts on consumer loans, paid holidays, vacation...RelocationFlexible hours- ...Senior Wealth Advisor SAFE Act Job Overview The Senior Wealth Advisor SAFE Act is a strategic professional who stays abreast of developments... ...Responsibilities: Responsible for providing a wide variety of financial and investment services to an Ultra high Net Worth client base...
- ...Job Description Job Description Experienced Financial Advisor Job Description Strategic Fortune Wealth Management is looking for a select few individuals to join our expanding team of licensed professional advisors. Candidates will need to be talented, driven...
$20 - $22.5 per hour
...deepening knowledge of Columbia Bank’s product and service offerings and staying current on changes. Discussing and uncovering customer financial needs to identify and offer appropriate products and services. Supporting referral goals for the branch by focusing on and...Hourly payNight shift$1,000 per month
...Northwestern Mutual College Financial Representative Internship College Financial Representatives in the internship program at Northwestern... ...to interview for a full-time Financial Representative or Advisor role upon graduation. Qualifications Are you a fit for this...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$23.28 per hour
Job Description To provide members and prospective members with the full range of products and services offered by the client, including depository accounts such as checking, savings, certificate IRA, revocable trust, and estate accounts; Lending products; and credit/debit...Hourly payFull timeContract workTemporary workCurrently hiring
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