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 Planners.
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.
QualificationsJob Requirements
· 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.
Applicants must have lived in the greater Portland Metro area for three years or more.
Additional InformationOur 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 advisor's practice, so we believe in cultivating an environment that promotes collaborative development. Our 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 advisors and the growth of seasoned advisors is so important. A combination of a 3-month training/internship 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.
To inquire and/or apply, please follow the directions on this site or feel free to contact Andy Ouellette, Recruiting Specialist directly by phone at: (503) 352-0618 Ext: 240 and for more direct contact information, please visit our website below and click on the "Career Opportunities" tab.
Please answer the following questions in your application:
- Have you completed your bachelor's degree? If not, when will you graduate?
- 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?
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
Top Skills
What We Do
Founded in 1998, we represent a group of independent financial advisors, wealth managers, and insurance professionals. With roots in the Pacific Northwest, and serving over 25,000 clients nationally, we continue to expand our advisor support to regions across the country. Our bedrock is our culture, platform, and people. Pacific Capital was designed from the ground up, by advisors, for advisors. As an independent firm, our focus has always been creating the ultimate advisor experience. Our environment inspires and enables advisors to reach new levels in their practice, while elevating the client’s experience of financial planning as a collaborative, results-driven process. We like to grow, we like to win, and we like to have fun doing it. Our experience has taught us that all advisors want to continue to grow their income, work less, and when they do work, only do the things that bring them energy and stop doing the things that erode their enthusiasm. Your future realized at Pacific Capital. Please visit www.pcrg.com for full disclosures.
