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 Financial Advisor

Details
Country: USA
Location: Bellevue WA
Total applied: 33
Location:US-WA-Bellevue

Base Pay:N/A
Employee Type:Full-Time Employee

Industry:Accounting - Finance Insurance Banking - Financial Services

Manages Others:no
Financial Advisor

PACIFIC CAPITAL RESOURCE GROUP, INC

Experienced or Entry-Level Financial Planner
Pacific Capital Resource Group, Inc. is one of the fastest growing financial services firms in the Northwest, currently directing the financial lives and managing the assets of thousands of individuals and businesses in the Puget Sound region. We are seeking high caliber individuals who will succeed in a fast paced, dynamic environment. 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 provide superior support and compensation for entry-level and experienced Financial Planners.

Job Description
To assist up-scale and emerging up-scale individuals meet their long-term financial goals such as retirement, college tuition, and estate planning, with heavy emphasis on tax reduction. Once a comprehensive financial plan is developed, to assist the client in all phases of implementation. Also, design and implementation of 401(k) and other retirement plans, with special emphasis on Selective Benefit Plans for highly compensated employees and owners. Training program leads to Certified Financial Planner and/or Chartered Financial Consultant designation(s). Salary plus commission plus bonuses. Full benefits.
REQUIREMENTS
Job Requirements
·Bachelors 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.

Applicants must have lived in the greater Puget Sound area for three years or more.

Contact Information:
Costa Capellas
Director of Recruiting
Pacific Capital Resource Group, Inc.
10900 NE 8th Street, Suite 1250
Bellevue, WA 98004
425-641-8788 Ext. 242
[Click here for email]
www.pcrg.com
A6SR-0120-03

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