Financial Advisor
Pacific Capital Resource Group
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). #J-18808-Ljbffr
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- ...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...learn, grow, and make an impact. Join us!As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities...SuggestedFull timeWork at officeImmediate startShift workDay shift
- Advisor Talent | Strategic Leader | Advisor Recruiter| Board Member | Financial Services Advisor Ally | Connector | About the Company Your experience is valuable to us - and we know you have options. But we offer something the competition simply can’t: our unique business...SuggestedWork at officeWork from homeHome office
- Bank of America is seeking a Financial Solutions Advisor Stage I (FSA I) in the United States. You will pursue SIE, Series 7, and Series 66 licenses and develop foundational skills to build and manage client relationships. After licensing, you will deliver core banking...Suggested
- ...Description This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset...SuggestedTemporary workMonday to FridayShift workDay shift
- ...firm committed to assisting our clients in every aspect of their financial lives. Our focus centers on our clients’ visions for their... ...viewed here: Career Requirements When searching for future advisors, we look for a variety of skillsets that have proven to be leading...
- ...own their business and help clients prepare for life’s planned and unexpected moments with the right financial services and insurance products. Our financial advisors are contracted as COUNTRY Trust Bank® Financial Advisors, Registered Representatives of COUNTRY Capital...Contract workFor contractorsWork at office
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- 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...Internship
- Job Description: As a Financial Solutions Advisor Stage I (FSA I), you will obtain the Securities Industry licenses (Securities Industry Essentials [SIE], Series 7 and Series 66 Exams) and develop the foundational advising skills needed to build and manage client relationships...Work at officeImmediate startMonday to FridayShift workDay shift
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$61k - $119k
...Financial Advisor Opportunity At Northwestern MutualBecoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor...Full timeContract workFor contractorsWork at office$80k - $105k
...seeking an analytical professional to join our dynamic team as a Financial Planner . This individual will be responsible for analyzing... ...Wealth Aldrich Wealth is an independent registered investment advisor (RIA) where talented professionals can build their careers in a...16 hoursFull timeWork at officeMonday to FridayFlexible hours3 days per week$80k - $135k
...With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Professional. No prospecting required. Now is your opportunity to use your finance experience to better the investment universe....Work experience placementWork at officeWork from home$57.5k - $106.5k
...Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution in the best interest of the customer. Determines client needs and provides solutions through the sales of managed products and services...Part timeLocal area$72k - $110k
...Description The Financial Advisor at Addison Avenue Investment Services, a division of First Tech, partners with members to deliver personalized, goals-based financial advice across investment, retirement and insurance solutions. This role offers a unique opportunity to...Work at officeImmediate start- ...Managing Director WealthBridge Financial Group is seeking a proven financial advisor for a strategic Managing Director. This role is ideal for an experienced advisor who has successfully built a personal practice and is now ready to take on a leadership position focused...Visa sponsorship
$90k - $110k
...clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes... ...visit Our Clackamas office in Oregon is looking for a Financial Advisor working as part of an advisory team to help clients achieve...Full timeTemporary workWork at officeFlexible hours- ...BMO Financial Group is seeking a skilled financial advisor to deliver integrated financial planning and sales of managed products, focusing on the customer’s best interests. You will coordinate with team members to recommend investments, insurance, and retirement solutions...
- Pacific Capital Resource Group in Lake Oswego, Oregon, seeks entry-level or experienced Financial Advisors to assist clients in achieving long-term financial goals, focusing on tax reduction. The role includes developing financial plans and designing retirement plans for...
- ...to detail, client service, and integrity with respect to confidential information. You will review documents, support financial planning with advisors, process transfers and trades, and ensure compliance with policies while delivering superior service to clients. #J-1...
- ...Company Overview: MassMutual is a global, diversified financial services organization whose companies offer a broad portfolio of asset management and insurance products and services. Since 1851, our objective is to build, promote, and continually innovate a diverse...Full timeLocal area
$29.39 - $44.09 per hour
...is $29.39 - $44.09 We provide an additional $2.00 per hour bilingual differential for those employees who can support our members' financial needs effectively in a second language; subject to verification of strong grasp of financial terms utilizing language skillset....Hourly pay16 hoursFull timeImmediate startRemote work- Bank of America is seeking a Financial Solutions Advisor Stage I to begin licensing for SIE, Series 7, and Series 66 while building foundational advisory skills in a client-focused environment. The role serves as a gateway to delivering core banking and investment solutions...
$80k - $200k
A financial services company in Portland seeks ambitious professionals to become Financial Advisors. This is a full-time, in-person position offering a unique opportunity to launch your career with strong mentorship and uncapped income potential reaching between $80,000...Full time- Bank of America in Portland, Oregon, is seeking a dedicated financial advisor to assist clients in achieving their financial goals. This role involves triaging client leads, reviewing financial plans, and recommending brokerage products. Successful candidates will have...Work at office
$21.74 - $29.41 per hour
...using the internal application process. This position involves performing high level customer service and a working knowledge of financial aid, student accounts and registrar regulations and departmental policies and procedures. Hours Monday-Friday, 8.5 hour shifts are...Hourly payWork at officeMonday to FridayShift workAfternoon shift- Somewhere along the way, "financial advisor" became a prospecting job with advice attached. Look at your calendar this week. How many hours go to finding people to talk to — cold lists, networking events, chasing referrals — and how many go to the work you actually trained...
$45k - $100k
...The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long‑term financial goals:...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- Thrivent, located in Portland, Oregon, is seeking motivated individuals for financial advisor roles. This position emphasizes building long-term client relationships while providing advice that ensures financial clarity. With opportunities for unlimited earnings, support...
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