Career Opportunities

Exploring a career in Financial Services?

The 2001 Jobs Rated Almanac ranked Financial Planning as the top career choice in the country. Financial Advisors enjoy rewarding careers helping people reach important personal and financial goals by assessing and advising clients on their budget, taxes, investments, insurance, and retirement options.

Successful Advisors are self-motivated, persistent, disciplined, entrepreneurial, high-energy, ethical, honest, socially and civically active, possess excellent communication skills, and aspire to helping others.

The daily practice of a Financial Advisor involves an intense commitment to client development. Representatives work with personal and business clients to establish relationships, determine individual needs, analyze information, and make product recommendations to help clients achieve the financial goals and protection that can be met with the proper insurance and investment products.

Financial Representatives are responsible for attaining licenses and training required to sell insurance and investment products. Advanced educational opportunities include acquiring a professional designation including (CFP®) Certified Financial Planner™, (CLU®) Chartered Life Underwriter®, or (ChFC®) Chartered Financial Consultant®.

Establishing your own business is typically an expensive venture. Most high-income professions, such as the medical and legal fields, require a substantial and costly education not to mention the expense of setting up and maintaining a successful practice. While the Financial Services industry requires a dedication to ongoing training and licenses, there’s an immediate opportunity to build your own successful business.

Advantages and benefits to a career in Financial Planning have included: the satisfaction that comes from being a respected community professional, an opportunity to help families protect their financial stability and achieve major life goals such as purchasing a home, sending children to college, planning for retirement, flexibility in how you develop and manage your clients and your business, and having a professional career supported by numerous affiliations to further advance your growth and industry expertise.

Why the increasing demand for Financial Professionals?

The financial services industry is one of the fastest-growing businesses in America. Economically, the country is richer and the population is aging. As Americans find themselves with rising incomes and increasing assets, they also find themselves looking for ways to prepare financially for their future.

Education expenses continue to rise. With the average cost of private college exceeding $32,000 per year (Source: Trends in College Pricing-2007, The College Board), professional planning and investing is crucial to nearly every family.

Why join Pacific Advisors?

A successful and well established Financial Services firm providing Financial Planning, Asset Management, Insurance services, and Business services to our clients. We present the most comprehensive and personal service possible to our clients, thus earning a reputation for excellence in our industry. For each of our clients we strive to create financial stability and security to provide financial independence and peace of mind.

Our team environment will provide ongoing training, support and mentoring to accelerate your success. Like many top performers in the industry, our representatives utilize sophisticated planning systems and highly effective client marketing tools such as the LEAP SYSTEM™, ADVOCACY and IDENTITY BRANDING to develop their business and income potential. Many of our representatives hold CFP®, CLU®, and ChFC® designations and are members of Guardian’s Leaders Club, Presidents Council, and the Million Dollar Round Table Association.

High-performance products and client support are crucial to our success as Representatives of The Guardian Life Insurance Company and Park Avenue Securities. Integrated Financial & Insurance Services has been an agency of Guardian since 1991. Our representatives are supported by an award-winning provider with online access to the Guardian University and ongoing training events.

How to apply

Contact us today for further details. Whether you’re already in the financial services business or you’ve always been interested in money matters, Pacific Advisors can offer you an exciting career. Fax your resume to (909) 625-3023 Attn: Recruiting Manager or email your inquiry to pa_info@pacificadvisors.com.

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“Wealth is the ability to fully experience life.”
—Henry David Thoreau