Recent Jobs
We are looking to hire a new member to join to the Billing and Data team at Pure Financial Advisors, LLC. This position’s primary responsibility is to ensure that all existing clients are billed timely and accurately and that supporting data for the firm is accurate. This position will also play a key role in...
We are looking for a Client Services Manager (aka Operations Manager) and/or Team Lead for our San Diego, CA office. This position will work closely with and report to the Director of Client Services and will help oversee several members of the Client Services team. This position will have a lot of interaction with Financial...
Client Services plays a crucial role in ensuring client satisfaction and driving business growth. We are looking for candidates that will help us further our mission of providing financial education and planning to those who need it. The Client Services Associate (aka Client Services Specialist) position’s primary focus is ensuring that the proper paperwork required...
More Jobs
Client Services plays a crucial role in ensuring client satisfaction and driving business growth. We are looking for candidates that will help us further our mission of providing financial education and planning to those who need it. The Client Services Associate (aka Client Services Specialist) position’s primary focus is ensuring that the proper paperwork required […]
Client Services plays a crucial role in ensuring client satisfaction and driving business growth. We are looking for candidates that will help us further our mission of providing financial education and planning to those who need it. The Client Services Associate (aka Client Services Specialist) position’s primary focus is ensuring that the proper paperwork required […]
Client Services plays a crucial role in ensuring client satisfaction and driving business growth. We are looking for candidates that will help us further our mission of providing financial education and planning to those who need it. The Client Services Associate (aka Client Services Specialist) position’s primary focus is ensuring that the proper paperwork required […]
The Client Services Support position’s primary focus is assisting and supporting the Client Services department and team members. However, this position may require (upon additional training) to assume increased responsibilities, such as the preparation of applications, handling transfer paperwork & agreements, and assisting clients with online access, rollovers, or other client-related processes. This position provides training […]
The Client Services Specialist position’s primary focus is ensuring that the proper paperwork required for opening, transferring, and managing assets is prepared, entered, and expedited correctly and efficiently with the goal of providing outstanding customer service and client support. Salary Range: $50,000-$70,000 (annualized) Responsibilities: Prepare applications, transfer paperwork & agreements Review paperwork to ensure documents are […]
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 $6.29 billion in assets (as of March 25, 2024) and services clients across the nation. We are headquartered in San Diego and have branch offices […]
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 $6.29 billion in assets (as of March 25, 2024) and services clients across the nation. We are headquartered in San Diego and have branch offices […]
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 $6.29 billion in assets (as of March 25, 2024) and services clients across the nation. We are headquartered in San Diego and have branch offices […]
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 $6.29 billion in assets (as of March 25, 2024) and services clients across the nation. We are headquartered in San Diego and have branch offices […]
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 $6.29 billion in assets (as of March 25, 2024) and services clients across the nation. We are headquartered in San Diego and have branch offices […]
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 $6.29 billion in assets (as of March 25, 2024) and services clients across the nation. We are headquartered in San Diego and have branch offices […]
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 $6.29 billion in assets (as of March 25, 2024) and services clients across the nation. We are headquartered in San Diego and have branch offices […]