Entry Level or Experienced Financial Advisor

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 the Pacific Northwest. We provide superior support and compensation for entry‑level advisors and experienced financial planners. Our focus is on high‑income tax‑bracket individuals and business owners, offering tax‑planning and tax‑sensitive investing expertise.

Assist upscale and emerging individuals to meet long‑term financial goals such as retirement, college tuition, and estate planning, with a heavy emphasis on tax reduction. Develop comprehensive financial plans and provide assistance in all phases of implementation. Design and implement 401(k) and other retirement plans for small businesses, with special emphasis on selective benefit plans for highly compensated employees and owners.

• Bachelor’s degree or higher in finance, economics, business administration, accounting, law, or a related field.
• Track record of academic and/or career success.
• Ability to handle long hours and rigorous training.
• Impeccable character; subject to thorough background, criminal, credit, and drug testing.
• Residency: lived in the greater Portland Metro area for three years or more.

Our 3‑month training/internship and award‑winning program lead to professional designations, including Certified Financial Planner, Chartered Financial Consultant, Masters of Science in Financial Services, and Certified Life Underwriter. Advisors are given time and resources to build professional development and advance within the industry.

Pacific Capital is a high‑performance, collaborative team of professionals who are passionate about their work and inspire each other. We cultivate an environment that promotes collaborative development and celebrates achievements.

Pacific Capital is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, disability, or any other protected status.