Entry-Level or Experienced Financial Advisor
Company: Pacific Capital Resource Group, Inc.
Posted on: May 24, 2020
It is my pleasure to introduce to you Pacific Capital Resource
Group, Inc. It is our mission to improve the lives of our clients
through disciplined, common sense planning that delivers results.
The financial professionals at Pacific Capital value integrity,
professionalism, commitment and service. To best serve the needs of
individuals, families and businesses, we will never sell products
until need, desire, and affordability have been determined, the
final judge being the client. Kurt D. Jonson, CLU--, ChFC--, CFP--
Chief Executive Officer
Pacific Capital Resource Group, Inc. (PCRG) is a regional leader in
financial services and design implementation. With 60+ advisers and
wealth strategists, PCRG delivers world class service to thousands
of clients nationwide.
Experienced or Entry-Level Financial Adviser: 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 advisers
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.
--- Bachelors degree or higher; financial services, finance,
economics, business administration, accounting or law
--- Track record of success in academic and/or career
--- 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 encouraged that applicants
have grown up and/or lived in the greater Puget Sound, Portland
Metropolitan, and Scottsdale areas for three years or more.
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 adviser's practice, so we believe in cultivating an
environment that promotes collaborative development. Our advisers
are passionate about the work they do and also want to inspire that
ethic 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. At Pacific Capital, we also believe that
if there is a reason to celebrate, it calls for a celebration,
whether it is in a Monday morning meeting, free time after work, or
in 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 advisers and the
growth of seasoned advisers is so important. A combination of a
2-month training/fellowship 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 advisers are given time and resources to begin earning
professional designations to advance within the industry including,
but not limited to, the CERTIFIED FINANCIAL PLANNER--- Professional
(CFP--), Chartered Financial Consultant (ChFC--), Masters of
Science in Financial Services (MSFS--), and Certified Life
Bellevue / Lake Oswego / Scottsdale
Securities and Investment Advisory Services offered exclusively
through Hornor, Townsend & Kent, LLC (HTK), a Registered Investment
Advisor, member FINRA/SIPC.
HTK does not offer tax or legal advice. Pacific Capital Resource
Group, Inc. is independent of and unaffiliated with HTK and is a
licensed insurance agency.
PCRG Headquarters: 10900 NE 8th Street, Suite 1550, Bellevue, WA
98004 - 425-641-8788 - 2460177AL_Mar21
Keywords: Pacific Capital Resource Group, Inc., Scottsdale , Entry-Level or Experienced Financial Advisor, Accounting, Auditing , Scottsdale, Arizona
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