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Pacific Advisors · 3 hours ago

Financial Advisor/Representative

Fresno, CA

Full-time

Hybrid

New Grad, Entry Level

Pacific Advisors LLC, an agency of The Guardian Life Insurance Company of America, specializes in providing tailored financial advisory and insurance solutions. As a Financial Advisor/Representative, you will have the opportunity to impact your community while building your practice and serving clients with customized strategies.

BankingConsultingFinancial Services

Growth Opportunities

Hiring Manager

Russell K Auyeung

Responsibilities

Make an impact in your community

Build your practice in an authentic way

Serve clients and communities of your choice

Qualification

CFP certificationCFA certificationFinancial knowledgeDesire to help othersEntrepreneurial spiritPassionDesire to grow

Required

A Desire to Help Others: Successful financial advisors want to have a positive impact on others and make a difference in their community every single day

An Entrepreneurial Spirit: They want to own a business and appreciate the ability to integrate their life and their business, to be present during all the important moments with their families yet dedicate the time and effort to building a business – on their terms

Passion: They are passionate about the purpose behind their work and the value it brings to their clients and are self-motivated to learn and pursue the best possible scenarios for each individual, family, or business they work with

Desire to Grow Professionally: They each share a commitment to continued learning. They have the ability to work within their offices and their teams to continually grow their financial knowledge, all with the diligence required for lasting success and the attainment of a level of mastery. In essence, they understand and believe in the mantra of 'Learn. Grow. Advance.'

Preferred

Relevant certifications (e.g., CFP, CFA) are a plus

Company

Pacific Advisors

Pacific Advisors is a financial services company providing personal, family, and enterprise financial strategies services.

Founded in 1862

Beverly Hills, California, USA

51-200 employees

http://pacificadvisors.com

Funding

Current Stage

Growth Stage

Leadership Team

Kelly Kidwell

CEO

Brandon Au, CFS

Managing Partner

Company data provided by crunchbase