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Entry-Level or Experienced Financial Advisor

Company: Pacific Capital Resource Group, Inc.
Location: Lake Oswego
Posted on: March 18, 2019

Job Description:

Job Summary About Us: Pacific Capital Resource Group, Inc. is one of the fastest growing financial services firms in the Northwest, currently directing the financial lives and managing assets for thousands of individuals and businesses in the Pacific Northwest. We are seeking high caliber individuals who will succeed in a fast-paced, dynamic environment. Our market is comprised of high income tax bracket individuals and business owners, where our expertise in tax planning and tax sensitive investing provides added value. We provide superior support and compensation for entry-level advisors and experienced Financial Advisors. Job Description: To assist up-scale and emerging up-scale individuals to meet long-term financial goals such as retirement, college tuition, and estate planning, with heavy emphasis on tax reduction. Once a comprehensive financial plan is developed, assistance is provided to the client in all phases of implementation. For small businesses, we also design and implement 401(k) and other retirement plans, with special emphasis on Selective Benefit Plans for highly-compensated employees and owners. Training program leads to Certified Financial Planner and/or Chartered Financial Consultant designation(s). Salary plus commission plus bonuses upon completion of proper licensing. Full benefits. Our Culture: Pacific Capital is truly unique. We believe that each associate is a valuable contributor to the overall effectiveness of the firm. The sharing of concepts and ideas is paramount to the growth of each Financial Advisor's practice, so we believe in cultivating an environment that promotes collaborative development. Our Financial Advisors are passionate about the work they do and also want to inspire that work ethic into those around them. We are hard-working, high performance, no-excuse team of professionals who want to take charge of our own careers. At Pacific Capital we also believe that if there is a reason to celebrate, it calls for a celebration, whether it is on a Monday morning meeting, free time after work, or an awards ceremony. Our Training Program: We know that training and education matter. The education and resources we provide lead to confidence, and confidence leads to achievement, which is why development of new Financial Advisors and the growth of seasoned Financial Advisors is so important. A combination of a 1 month training/fellowship along with an award-winning training program led by the industry's most qualified professionals, we help build a plan for your professional development as well as your success. Our advisors are given time and resources to begin earning professional designations to advance within the industry, including the Certified Financial Planner, Chartered Financial Consultant, Masters of Science in Financial Services and Certified Life Underwriter. Job Requirements

  • Bachelors degree or higher; financial services, finance, economics, business administration, accounting or law preferred.
  • Track record of success in academic and/or career endeavors.
  • Can handle long hours and rigorous training.
  • Impeccable character: All applicants will be subject to extremely thorough background checks, including criminal and credit checks as well as drug testing. Applicants are strongly encouraged to have lived in the Greater Portland Area for three years or more. Website: Securities and Investment Advisory Services offered exclusively through Hornor, Townsend & Kent, Inc. (HTK) a Registered Investment Advisor, member FINRA/SIPC. HTK does not offer tax or legal advice. Pacific Capital Resource Group, Inc. is independent of Hornor, Townsend & Kent, Inc. and is a licensed insurance agency. Joe Sievers is independent of HTK. Headquarters: 10900 NE 8th Street, Suite 1550, Bellevue, WA 98004 - RM-Jan19

    Keywords: Pacific Capital Resource Group, Inc., Portland , Entry-Level or Experienced Financial Advisor, Accounting, Auditing , Lake Oswego, Oregon

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