Career Opportunities

Exploring a Career in Financial Services?

In a white paper published by Monster Intelligence in the Fall of 2006 and based in part on GAMA Foundation research, financial advising was reported as one of the top 10 highest paying careers in the United States. 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 help others.

The daily practice of a financial advisor involves an intense commitment to client development. Financial advising is a profession, just like medicine or law, and it requires a professional level of commitment. 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.

Like law and medicine, a career in financial advising requires additional education, specialized training, intense effort and some sacrifice. 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.

For those who are willing to truly commit themselves to the financial advising career, the rewards can be high. You will experience:

Contribution

Financial advising is not about selling. It’s about helping others – helping them to prepare for the risks we all face – and being there when they need it most. In this career, you will literally change the course of people’s lives.

Control

You will have control over your practice. You will decide who your clients are and how you spend your time. Becoming an advisor with Pacific Advisors is like going into business for yourself but not by yourself.

Compensation

Advisors invest a great deal of time and effort early in their career. But for those who stay the course, the rewards can be high and with our firm’s compensation benefits and top renewal payouts, the financial rewards can be even greater.

Why the Time is Right

The financial services industry is one of the fastest-growing businesses in America. Business and economic trends are promising for a career in the insurance and financial services industry. Demand for professionals in the industry has never been greater.

The Monster Intelligence white paper cited earlier identified the following trends:

 

  • The first of the 78 million Baby Boomer generation turned 60 in 2006 and faces retirement. This generation holds an estimated $17 trillion in assets that need to be managed.
  • Reliance on Social Security and company-sponsored pension plans is decreasing, while self-reliance on personal retirement planning is growing.
  • Baby Boomer parents are passing their accumulated wealth onto their children, which requires estate planning expertise.
  • People are living longer, meaning they will need to plan to make their retirement funds last over a longer period of time.
  • Increased life spans require that consumers plan for long-term care needs.
  • The complexity, choices and sophistication of financial services means the average consumer needs more advice to effectively accumulate, protect and distribute wealth.

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    What does all this mean if you are considering a career in the financial services industry? It means that people entering the workforce, people leaving the workforce, people in the midst of their careers and all the people who are dependent on them are in need of a knowledgeable, ethical, and committed financial advisor.

    The need for advisors has never been greater. Those who enter the industry and establish their practices over the next several years will be in an ideal position to make an incredible difference to society and to build a very bright future for themselves.

    Why Join Pacific Advisors?

    As a successful and well established financial and estate services firm with over a century of experience in our senior partners, and centuries more in our dedicated team of advisors, our professionals provide Financial Planning, Insurance Planning, Asset Management, 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. At Pacific Advisors, we call this Creating Lasting Situations of Wealth. As professional advisors, we help our clients create a clear vision of their future and create understandable and achievable goals so that they can live that vision.

    Our team environment will provide ongoing training, support and mentoring to accelerate your success. Our representatives utilize sophisticated planning systems and highly effective client marketing tools such as The Living Balance Sheet®, centers of influence marketing and The Living Balance Sheet ™ to develop their business and income potential. Many of our representatives are members of Guardian’s Leaders Club, Presidents Council, and the Million Dollar Round Table Association.

    Other compelling reasons to team with Pacific Advisors:

     

  • The benefits of a large enterprise with the freedom of an      entrepreneur
  • Our unrivaled compensation program
  • A training program with over 35 years of a history of success
  • Stability and strength
  • Advanced planning support
  • Unique marketing and co-branding opportunities with local and national charities

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    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, here at Pacific Advisors we are open to exploring a possible future together. Fax your resume to (909) 204-6060

    Attn: Recruiting Manager or email your inquiry to pa_info@pacificadvisors.com.

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