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Financial Advisor

Pacific Advisors (DE) San Diego ,CA
  • Expired: 25 days ago. Applications are no longer accepted.
Job Description

Financial Advisor

Pacific Advisors, San Diego, CA

Overview

Our Financial Advisors act as advocates for clients and are committed to continually enhance, enrich, and serve their community. They problem-solve for their clients, researching and proposing educated financial strategies which leads to long-lasting, value-based client relationships. As a Financial Advisor with Pacific Advisors you will gather, manage and service a book of investment-oriented clients by identifying and acquiring assets and developing additional business through referrals.

We take an uncommon approach to financial services, focusing on long‐term results and leveraging technology, exceptional relationship management and customized strategies to consumers and businesses.

It’s time to put yourself and your clients first. We’re looking to add new advisors to our team who share our passion and values.

You are…

·          Passionate with a desire to help others and make a positive impact in your community.

·          An Entrepreneurial Spirit and the desire to own a business that provides the ability to integrate your life and business – on your terms.

·          Driven by a sense of purpose, with the knowledge that your work brings value to your clients and are self-motivated to learn and pursue the best possible scenarios for each individual, family, or business you work with.

·          Learner mentality with a desire to continue to grow professionally and with a commitment to continued learning.

Who we are…

We can help you be a trusted advisor for your clients. Our “you-first” approach means providing access to objective, flexible products and solutions so your clients can access different investment strategies from a broad universe of investment managers.

Providing the best for clients means we need to provide our financial advisors with the support, resources, development you need to succeed and grow your book of business. Our financial advisors are entrepreneurs who have the flexibility to grow their business their way. This means having the flexibility and choice to build your business how you envision it while helping your clients grow their wealth.

What we provide…

·          Tools and technology to help you build scale and capacity to appropriately gather, manager, and service your clients.

·          Objective wealth management solutions

·          Actionable practice management insights

·          Superior service and support

 

Be bold. Be uncommon. Be different. Step Forward, with Park Avenue Securities.

Your entrepreneurial drive combined with Pacific Advisors’ team is the start to successful new career!

Our Mission: Helping People Financially Produce and Support a Good Life for the Rest of Their Lives

 

Please visit the following to learn more about us.. https://www.pacificadvisors.com/careers

 

Agency of The Guardian Life Insurance Company of America, New York, NY.

The Guardian Network® is a network of preferred providers authorized to offer products of The Guardian Life Insurance Company of America (Guardian), New York, NY and its subsidiaries.

Park Avenue Securities LLC (PAS) is a wholly-owned subsidiary of The Guardian Life Insurance Company of America (Guardian) located at 10 Hudson Yards, New York, NY 10001. PAS is a registered broker-dealer offering competitive investment products, as well as a registered investment advisor offering financial planning and investment advisory services. PAS is a member of FINRA and SIPC.

2020-106787 (Exp. 8/22)

 

Company Description
Step Forward with Pacific Advisors

At Pacific Advisors, we can help you be a trusted financial advisor for your clients. We take a “you-first” approach, which means providing access to objective, flexible products and solutions. A “you-first” approach gives you and your clients the choices needed to access different investment strategies from a broad universe of investment managers. It also requires us to take a rigorous approach to the products selected and offered by Park Avenue Securities, our primary investment platform. We believe that providing the best for clients requires us to support Financial Advisors with resources, training and an experienced team to collaborate with and assist you.

We want to enable entrepreneurs like you to grow your business your way. This means having the flexibility and choice to achieve your business vision while meeting client needs. It means accessing the right tools and technology to help you build scale and capacity to appropriately gather, manage, and service your clients.

We take an uncommon approach to financial services, focusing on long-term results and leveraging technology, exceptional relationship management and customized strategies to consumers and businesses.

It’s time to put yourself and your clients first. We’re looking to expand our business with financial advisors who share our passion and values. Our uncommon approach lets you grow your business your way but with the support and backing you need. With Pacific Advisors, you get:

• Simplified technology solutions

• Objective wealth management solutions

• Actionable practice management insights

• Superior service and support

All from a company with strong values and appreciation for your entrepreneurial practice. Learn how you can get the support and culture you’re looking for while achieving the vision you have for your business.

Pacific Advisors (DE)

Why Work Here?

Our Mission: Helping People Financially Produce and Support a Good Life for the Rest of Their Lives

Step Forward with Pacific Advisors At Pacific Advisors, we can help you be a trusted financial advisor for your clients. We take a “you-first” approach, which means providing access to objective, flexible products and solutions. A “you-first” approach gives you and your clients the choices needed to access different investment strategies from a broad universe of investment managers. It also requires us to take a rigorous approach to the products selected and offered by Park Avenue Securities, our primary investment platform. We believe that providing the best for clients requires us to support Financial Advisors with resources, training and an experienced team to collaborate with and assist you. We want to enable entrepreneurs like you to grow your business your way. This means having the flexibility and choice to achieve your business vision while meeting client needs. It means accessing the right tools and technology to help you build scale and capacity to appropriately gather, manage, and service your clients. We take an uncommon approach to financial services, focusing on long-term results and leveraging technology, exceptional relationship management and customized strategies to consumers and businesses. It’s time to put yourself and your clients first. We’re looking to expand our business with financial advisors who share our passion and values. Our uncommon approach lets you grow your business your way but with the support and backing you need. With Pacific Advisors, you get: • Simplified technology solutions • Objective wealth management solutions • Actionable practice management insights • Superior service and support All from a company with strong values and appreciation for your entrepreneurial practice. Learn how you can get the support and culture you’re looking for while achieving the vision you have for your business.

Address

9920 Pacific Heights Blvd. Suite 105 San Diego
San Diego, CA
USA