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Pure Financial Advisors

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Financial Planner - Recensione dipendente - Financial Planner presso Pure Financial Advisors

1,0
7 mag 2017
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

They give you leads and you don't need to drive to see clients as clients come to you. They cover medical for employee only which is nice. But very expensive if you have a family.

Svantaggi

Management is arrogant, inappropriate, and complete liars. They do not support and try to demoralize you with scripts, negativity, and poor culture! They make fun or associates, clients, and is an HR problem ready to implode. They can't fire their president Joe because he brings a lot of the leads, the CEO and Joe dislike each other and he shouldn't be in management. He's a sales guy with a president title. Other management within the company are very poor.

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5,0
30 mag 2026
Dipendente anonimo
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

Enjoying the client interactions and creating positive experiences for customers. Focus on professional development and quality service. I've learned a lot about handling paperwork, assisting operations, and helping with workshops. Solid benefits package (paid time off, healthcare coverage, retirement matching) and long-term stability.

Svantaggi

A lot to juggle on busy days

5,0
22 mag 2026
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

Advisors are given autonomy to manage client relationships while following proven investment strategies. There’s a good balance between independence and structure. You get ongoing training, certifications, and exposure to complex financial products. It's a great chance to gain deep expertise in portfolio management and client advisory.

Svantaggi

Building and maintaining a strong client base takes time and serious effort.

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