Financial Advisor: Tax-Smart Planning & Marketing
Job in
Brea, Orange County, California, 92631, USA
Listed on 2026-07-15
Listing for:
Pure Financial Advisors Inc.
Full Time
position Listed on 2026-07-15
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management
Job Description & How to Apply Below
Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor providing retirement planning and tax-optimized investment management to clients nationwide. We seek CFP, CPA, or CFA professionals with at least five years of planning experience to join our team and serve clients nationwide.
As an Advisor, you will work with clients within our marketing-enabled model, delivering comprehensive financial plans, fiduciary guidance, and tax-efficient investment strategies while enjoying a
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