Entry-Level or Experienced Financial Advisor

Pacific Capital Resource Group; Bellevue (WA); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Salary plus commission plus bonuses

Full benefits

Collaborative development environment

Job summary

Pacific Capital Resource Group is seeking Entry-Level or Experienced Financial Advisors in Bellevue, WA. The role involves assisting high-income clients with financial goals such as retirement and tax reduction. Advisors will benefit from a comprehensive training program and potential for professional designations.

The ideal candidate should possess a bachelor's degree and have a solid track record of success. A full-time commitment and impeccable character are essential, along with the ability to undergo thorough background checks.

Qualifications

• 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.

Responsibilities

• Assist clients with long-term financial goals: retirement, college tuition, estate planning.
• Implement 401(k) and other retirement plans for small businesses.

Skills

Full-time

Long hours handling

Impeccable character

Education

Bachelors degree or higher in finance or related field

Job description

Entry-Level or Experienced Financial Advisor

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.

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.

Job Requirements

• Full-time
• 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 an extremely thorough background checks, including criminal and credit checks as well as drug testing.

Applicants must have lived in the greater Puget Sound area for three years or more.

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 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. All information will be kept confidential according to EEO guidelines.

Location: 10900 NE 8th Street, Suite 1550, Bellevue, WA 98004