What are the responsibilities and job description for the Financial Advisor position at Pacific Capital Resource Group?
Company Description
About Us
Pacific Capital Resource Group, Inc. (PCRG) 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. 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. Pacific Capital’s culture 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 advisor’s practice, so we believe in cultivating an environment that promotes collaborative development. Our advisors are passionate about the work they are doing and want to inspire that passion into those around them. We are a hard-working, high performance, no-excuse team of professionals who want to take charge of our own careers.
Job Description
Why Pacific Capital? We will provide you with all the essential resources and tools needed to effectively maximize your skills and potential. We are a local firm with corporate alliances that give us the resources of a Fortune 100 company. Other perks include:
· Salary commission AND bonuses – high income potential
· Extensive training program
· Ongoing support staff
· Programs lead to CLU®, ChFC® &/or CFP® CERTIFIED FINANCIAL PLANNER™ Professional
· Career advancement opportunities
· Flexible scheduling – rewarding work-life balance
· Dental – Vision - Health - 401(k) Plan
Please apply if you pride yourself on Integrity, Professionalism, Commitment & Service.
NOTE: For entry-level applicants, it is strongly preferred to have lived in the greater Portland Metropolitan area for 3 years.
Qualifications
Bachelor's 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.
- It is strongly preferred that the applicant has lived in the greater Portland Metropolitan area for 3 or more years.
Additional Information
- We provide superior support and compensation for entry-level and experienced Financial Advisors. Our advisors will be able to assist individuals to meet their long-term financial goals in the areas of risk management, retirement, investments, college funding, and estate planning. Our advisor will also be able to meet business owner’s needs such as executive benefits and business continuation planning.
- Our training program could lead to CLU® (Chartered Life Underwriter), ChFC® (Chartered Financial Consultant) and/or CFP® (CERTIFIED FINANCIAL PLANNER™ Professional) designation(s).
1445587RM-Apr18
Please answer the following questions in your application, optional cover letter or email:
- How many years have you lived in the greater Portland, OR Metropolitan area?
- Are you authorized to work in the U.S. without requiring sponsorship?
- Have you completed your bachelor’s degree? If not, when will you graduate?
Website: www.pcrg.com
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. Andy Ouellette is independent of HTK. Headquarters: 10900 NE 8th Street, Suite 1550, Bellevue, WA 98004 | 425-641-8788 1312072RM-Sep17
