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Pure Financial Advisors

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Financial Planner - Financial Planner Pure Financial Advisors Employee Review

1.0
May 7, 2017
Recommend
CEO approval
Business Outlook

Pros

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.

Cons

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.

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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