Financial Services Representative

1 day ago


Ontario, California, United States Pacific Advisors Full time
Financial Professional Opportunity

At Pacific Advisors, we are seeking a self-motivated and entrepreneurial individual to join our network of Financial Professionals. As a Financial Professional, you will be an advocate for your clients, continually enhancing, enriching, and serving your community.

Key Responsibilities:

  • Work with clients to understand their goals, concerns, and current financial information.
  • Analyze information to create a strategy with appropriate products and services.
  • Develop and maintain a base of clients who value your input and guidance.
  • Work with clients to keep their financial strategies current and aligned with their goals, building relationships that will last for years.

What We Offer:

  • Tools and technology to help you gather, manage, and service your clients.
  • Development and training to support your educational needs.
  • Tools and resources to help you market and grow your practice and communicate efficiently with your current and potential clients.
  • Mentorship and joint-work opportunities.
  • Superior service and support.
  • A competitive benefits package including a Defined Benefit Plan, 401(k) with Match and Roth options, health, and dental insurance, and more.
  • Leadership and career development opportunities, including tuition reimbursement and continuing education opportunities.

Requirements:

  • Must be a US citizen or permanent resident.
  • A four-year college degree.
  • Obtain appropriate licensing.

About Us:

Pacific Advisors is a network of Financial Professionals dedicated to helping individuals and businesses achieve financial confidence and well-being. We provide access to financial products and services that protect assets, help understand financial life, and build wealth for the future.



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