Associate Vice President

About Us

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.

Does your vision of the future include leadership, coaching and mentoring emerging advisors? We are currently seeking a successful financial advisor or financial services management candidate for an Associate Vice President in our Lake Oswego office. As an AVP you will be an integral part of the firm’s growth by aiding in the recruitment, development, and mentoring of emerging advisors. On top of extremely competitive advisor compensation, an AVP can earn overrides and bonuses based on the performance of their team while utilizing a highly effective, firm supported turn-key business owner marketing system that can potentially increase their income.

Ideal Candidate

• Has produced or desires producing in a team/joint work environment
• Has earned advanced industry designations – CLU, ChFC, CFP.
• Life/ Health, Series 7 and Series 66
• At least two years experience
• Proven track record of production, ideally at conference level

Role and Responsibilities

• Assist in on campus recruitment for emerging advisors and interns
• Provide leadership for our internship program
• Supply mentorship for emerging advisors
• Run or assign joint work for emerging advisors

• Participate in advisor team meetings

• Conduct new advisor training as needed

   

Please answer the following questions in your application, optional cover letter or email: 

1. How many years have you lived in the greater Portland, OR Metropolitan area?
2. Are you authorized to work in the U.S. without requiring sponsorship? 
3. Do you have your Series 6, 7, 63, 65 or 66 securities licenses?
4. Do you have your life and health insurance licenses?
5. How long have you been in the industry?
6. How many years have you lived in the greater Portland, OR Metropolitan area?           

Website: www.pcrg.com