Financial Advisor

Pacific Capital Resource Group; Lake Oswego (OR); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

Salary + commission AND bonuses

Training for certifications like CLU® and CFP®

Job summary

Pacific Capital Resource Group in Lake Oswego is hiring Financial Advisors to help clients reach their financial goals. Candidates should have a Bachelor’s degree, preferably in finance or related fields, and a proven track record of success.

The firm offers competitive compensation, including salary, commission, and bonuses, along with a unique training program leading to certifications like CLU®, ChFC®, and CFP®. Ideal candidates are committed to integrity and professionalism.

Qualifications

• Track record of success in academic and/or career endeavors.
• Ability to handle long hours and rigorous training.
• Subject to thorough background checks.

Responsibilities

• Assist individuals in meeting long-term financial goals.
• Provide risk management, retirement, investments, and estate planning advice.
• Support business owners with executive benefits and business continuation planning.

Skills

Integrity

Professionalism

Commitment

Service

Education

Bachelor's degree or higher in finance, economics, business administration, accounting or law

Job description

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

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).