Pacific Advisors · 6 days ago
Financial Advisor
Irvine, CA
Full-time
Onsite
Entry, Mid Level
$60K/yr - $150K/yr
2+ years expPacific Advisors is a firm dedicated to supporting early-career financial advisors. They are seeking a Financial Advisor who is ready to grow with the right support and mentorship while building a personal brand and client relationships.
BankingConsultingFinancial Services
Responsibilities
Build a personal brand that actually sounds like you
Create content that attracts the right people
Develop simple, automated client-nurture systems
Generate warm conversations—not just cold outreach
Reward your production
Support your long-term growth
Offer clear pathways to higher earning potential
Create stability while you scale through a monthly draw
Gain access to experts in: Financial planning, Case design, Recruiting & team building, Operations & client experience
Build relationships and advising clients
Advanced planning education
Peer mastermind groups
Weekly skill-building workshops
1:1 strategic coaching personalized to your goals
Build a repeatable system for attracting and converting clients
Strengthen your planning and advising skills through hands-on coaching
Offload low-value tasks with operational and case support
Gain confidence, clarity, and a real roadmap for your next 3–5 years
Work with clients who energize you—not drain you
Qualification
Required
2 to 3 years of experience in the financial advisory industry
Ability to build a personal brand
Capability to create content that attracts clients
Experience in developing client-nurture systems
Ability to generate warm conversations
Understanding of financial planning
Knowledge of case design
Experience in recruiting and team building
Skills in operations and client experience
Willingness to participate in advanced planning education
Participation in peer mastermind groups
Engagement in weekly skill-building workshops
Ability to receive 1:1 strategic coaching
Desire for mentorship and clearer direction
Readiness to grow and build smarter
Ability to work collaboratively in a team environment
Desire for community and support
Benefits
Defined Benefit Pension Plan
401(k) with Firm Match
Health, Dental & Vision Insurance
Disability & Life Insurance
Company
Pacific Advisors
Pacific Advisors is a financial services company providing personal, family, and enterprise financial strategies services.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Kelly Kidwell
CEO
Brandon Au, CFS
Managing Partner
Company data provided by crunchbase