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    Pacific Capital Resource Group

    Financial Services

    Financial Advisor

    Lake Oswego, United StatesOn-SiteFull-timePosted 3w ago
    All Pacific Capital Resource Group jobs

    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.

    • 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.
    • 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: 

    1. How many years have you lived in the greater Portland, OR Metropolitan area?
    2. Are you authorized to work in the U.S. without requiring sponsorship?
    3. 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

    Job details are sourced from the employer's original posting.

    Open job posting
    PA

    About the company

    Pacific Capital Resource Group

    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. They provide expertise in tax planning and tax sensitive investing.

    View all Pacific Capital Resource Group jobs
    Industry
    Financial Services
    Open roles
    4

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