Financial Advisor – Chicago, IL

Overview

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 assets for clients nationwide and is headquartered in San Diego with branch offices in California.

• Client Services Manager (aka Operations Manager): this position will work closely with and report to the Director of Client Services and will oversee several members of the Client Services team. The role will interact with Financial Advisors and Planning, as well as other departments to ensure client service excellence.
• Senior Salesforce Developer: lead the digital transformation of the Salesforce environment, design advanced features for enterprise-level Salesforce implementations, and architect scalable, efficient solutions to drive the business forward.

The description provided does not include explicit qualifications or requirements. If you have specific qualifications to list (e.g., years of experience, certifications, technical skills), please provide them to incorporate into this section.

Any remaining boilerplate or repetitive paragraphs have been removed to improve clarity and focus on the roles described above. If there are other roles or details you want included, please share the exact text to incorporate.