What are the responsibilities and job description for the Financial Planning Strategist position at Pure Financial Advisors, LLC?
Responsibilities :
This position will require a solid understanding of our client service process as well as financial planning and tax planning strategies. This position covers a wide range of responsibilities including, but not limited to :
Supporting Advisors in processing financial data to develop accurate, attractive, and professional reports.
Assisting Advisors with creating financial planning recommendations (e.g. cash flow, risk management, estate planning, investments, and tax).
Job Duties :
Analyze & create financial plans by looking at client financial data (e.g. cash flow, risk management, estate planning, investments, and tax).
Partner with Advisors to determine appropriate financial planning recommendations.
Review tax, insurance, estate planning documents.
Update financial plans for clients, as needed.
Qualifications :
Bachelor’s degree in business, finance, or similar field. Additional certifications and / or education a plus.
CFP® designation required (or obtain CFP designation with 18 months of hire into position).
5 years of industry-related experience (preferred); however, 2 years of industry-related experience is required.
Comprehensive knowledge of retirement planning, cash flow, risk management, estate planning, investments, and tax estimation and minimization.
Keep a pulse on the job market with advanced job matching technology.
If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution.
Compensation Planning
Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right.
Surveys & Data Sets
What is the career path for a Financial Planning Strategist?
Sign up to receive alerts about other jobs on the Financial Planning Strategist career path by checking the boxes next to the positions that interest you.
