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 Pacific Capital Resource Group
$90k - $130k
...clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes... ...OurLake Oswego office in Oregon is looking for a **VP** **Financial Advisor** working as part of an advisory team to help clients achieve...SuggestedFull timeTemporary workWork at officeFlexible hours- ...Capital Resource Group, Inc. (PCRG) is one of the fastest growing financial services firms in the Northwest, currently directing 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...SuggestedLocal area
- ...Financial Solutions Advisor- Williamette Valley Salem, Oregon;Eugene, Oregon; Bend, Oregon; Bend, Oregon; Wilsonville, Oregon; Portland, Oregon; Oregon City, Oregon; West Linn, Oregon; Lake Oswego, Oregon; Salem, Oregon; Gresham, Oregon; Clackamas, Oregon; Portland,...SuggestedTemporary workWork at officeImmediate startMonday 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... ...be viewed here: Career Requirements When searching for future advisors, we look for a variety of skillsets that have proven to be leading...Suggested
- ...households nationwide. Since 1997, we have pursued personalized financial planning and investment management through team‑based... ...Job Functions Manage client relationships and assist senior advisors with complex portfolios to maintain the WEG planning‑based standard...SuggestedFull timeFlexible hours
$61k - $119k
...Financial Advisor Opportunity Becoming 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, you start as a...For contractorsWork at office- 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...Work at officeWork from homeHome office
- ...SKYKEY FINANCIAL BOOKS APPOINTMENTS ON YOUR CALENDAR! SkyKey Financial is looking for motivated Retirement Specialists — scholar‑athletes and candidates with athletic backgrounds strongly encouraged to apply, as we’ve consistently seen them succeed in sales and client...Full timePart time
- 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
$80k - $105k
...seeking an analytical professional to join our dynamic team as a Financial Planner . This individual will be responsible for analyzing... ...the goal of building a lasting relationship. Collaborate with advisors to provide holistic financial solutions for clients, including...16 hoursFull timeWork at officeMonday to FridayFlexible hours3 days per week$72k - $110k
...Financial Advisor – Addison Avenue Investment Services 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...Work at officeImmediate start$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$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$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- ...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...Temporary workImmediate startMonday to FridayShift workDay shift
$61k - $119k
Overview Becoming 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, you start as a financial representative...Full timeContract workFor contractorsWork at office$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework... ...to interview for a full-time Financial Representative or Advisor role upon graduation. Qualifications Full-time student; juniors...Full timeInternshipLocal areaFlexible hours- ...Job Description The senior wealth advisor position at Mariner will lead a wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client's goals and values. The successful senior wealth advisor will...
$125k
Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor (RIA), providing comprehensive retirement planning services and tax-optimized investment management services. Using a holistic planning approach, Pure Financial manages over $11.05 billion in assets...$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and... ...opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$15 per hour
...Financial Solutions Advisor At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities, and...Work at officeImmediate startShift workDay shift- ...Financial Solutions Advisor Registration Candidate- Williamette Valley Market Eugene, Oregon;Bend, Oregon; Bend, Oregon; Wilsonville, Oregon; Corvallis, Oregon; Portland, Oregon; Oregon City, Oregon; West Linn, Oregon; Salem, Oregon; Salem, Oregon; Gresham, Oregon;...Work at officeImmediate startMonday to FridayShift workDay shift
- ...Launch Your Career with Purpose at Northwestern Mutual At Northwestern Mutual Financial Advisors strive to understand their clients' goals and visions to uncover financial solutions that put them on a path to achieve their financial objectives. As you build your financial...Full timeInternshipWork at office
$20.67 - $31.25 per hour
...Oswego, Oregon 97035 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities... ...needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts....Hourly payWork experience placementDay shift- ...Bank Of America Job Opportunity At 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 by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders...Work at officeFlexible hoursShift workWeekend workDay shift
- ...Job Description We are guided by a common purpose to help make financial lives better. This role is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self‑service resources such as mobile banking, online banking, or...Shift workWeekend workDay shift
$68.64k - $80k
...Wealth Advisor LPL Financial collaborates with banks to provide a comprehensive suite of financial services tailored to their clients needs. This exciting opportunity at Mechanics Bank invites you to join our employee advisor model as a Wealth Advisor affiliated with...Work at officeLocal area$20 - $25 per hour
...offering appropriate products and services, and responding to inquiries in a timely manner. Engage clients and prospects in client financial review(s) and business financial reviews to provide solutions and uncover additional financial needs. Make recommendations and...Immediate start- Financial Solutions Advisor Stage I (FSA I) As a Financial Solutions Advisor Stage I (FSA I), you obtain Securities Industry licenses (Securities Industry Essentials, Series 7, and Series 66) and learn foundational advisor skills—including acquiring, building and managing...Work at officeImmediate startMonday to FridayShift workDay shift
- Job Description As an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), your journey begins by obtaining Securities Industry licenses (SIE, Series 7, Series 66). After licensing, you will be taught foundational advisory skills, which include acquiring...Immediate startShift workDay shift
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