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Pure Financial Advisors

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Rewarding Environment - Anonymous employee Pure Financial Advisors Employee Review

5.0
May 23, 2017
Anonymous employee
Recommend
CEO approval
Business outlook

Pros

Pure is providing services to the mass affluent that they desperately need. From tax/financial planning to investment management the company is putting the clients' interests first. Being a part of this innovative fast-growing company has been one of the most rewarding experiences of my life. I feel like I am helping more and more families every day achieve their long term goals. I have found that it is not easy to provide this level of service and is in fact very challenging. In my opinion the employees who truly believe in the value comprehensive financial planning are the ones who thrive. Pay is competitive and there is an entire marketing effort that brings qualified leads to advisors. I love the team structure and there is a ton of opportunity to review your proposed strategies with different professionals (CFA's, CPA's, CFP's) within the firm.

Cons

There is a bit of a learning curve for new employees to truly grasp all the strategies the company provides to their clients. That combined with the ramp-up time it takes for new advisors to build a book of relationships seems like it could be discouraging to the uncommitted. It doesn't seem like there is any way to fake it here as the clients' interests are always put first.

Explore other reviews about Pure Financial Advisors

5.0
Jun 27, 2026
Recommend
CEO approval
Business outlook

Pros

One thing I like about this job is how much it expands my understanding of personal finance and long-term planning. Different financial topics every week. Opportunities to continue learning. The experience helps me become more knowledgeable in ways that benefit both my career and personal life.

Cons

Financial regulations occasionally change and require adapting to new requirements.

5.0
Jun 19, 2026
Recommend
CEO approval
Business outlook

Pros

I work with clients on retirement planning, investment strategies, and holistic financial guidance — the fee-only model means you're on the client's side rather than pushing products. The training and onboarding gave me a proper start. The team is supportive, and the office never feels like a pressure-cooker. The pay is good, and there's also bonus potential.

Cons

Periods of market volatility make clients nervous, so they need extra attention and more follow-ups.

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