Senior Financial Services Professional
3 weeks ago
At Pacific Capital Resource Group, we are one of the fastest growing financial services firms in the Northwest, dedicated to 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.
We believe in cultivating an environment that promotes collaborative development, where the sharing of concepts and ideas is paramount to the growth of each advisor's practice.
We are a hard-working, high performance, no-excuse team of professionals who want to take charge of our own careers.
We are a local firm with corporate alliances that give us the resources of a Fortune 100 company, offering an extensive training program that includes ongoing support staff, programs leading to CLU, ChFC &/or CFP CERTIFIED FINANCIAL PLANNERTM Professional, flexible scheduling, and a rewarding work-life balance.
We provide superior support and compensation for entry-level and experienced Financial Advisors, who 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 advisors 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 PLANNERTM Professional) designation(s).
Please answer the following questions in your application, optional cover letter or email:
# Have you completed your bachelor's degree? If not, when will you graduate?
We are a firm that values our employees and provides them with the resources they need to succeed.
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.
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