Financial Advisor / Representative

Overview

Company Description

Pacific Advisors LLC, an agency of The Guardian Life Insurance Company of America, offers securities products and advisory services through Park Avenue Securities, LLC. Headquartered in Irvine, CA, Pacific Advisors specializes in providing tailored financial advisory and insurance solutions. We focus on helping clients achieve their long-term financial goals while ensuring regulatory compliance and excellence in client service. Pacific Advisors prides itself on a collaborative approach that emphasizes professional growth and client satisfaction.

Role Description

As a Financial Advisor / Representative, you will have the ability to make an impact in your community, have development and career growth opportunities and the flexibility and ability to build your practice in a way that feels authentic to you, serving the clients and communities you choose to work with.

We take an uncommon approach to financial services, focusing on long-term results and leveraging technology, exceptional relationship management and customized strategies for consumers and businesses.

Requirements

Our top Financial Advisors / Representatives share four key personality traits :

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

Step Forward with Pacific Advisors

At Pacific Advisors, we can help you be a trusted financial advisor for your clients. We take a "you-first" approach, which means providing access to objective, flexible products and solutions. A "you-first" approach gives you and your clients the choices needed to access different investment strategies from a broad universe of investment managers. It also requires us to take a rigorous approach to the products selected and offered by Park Avenue Securities, our primary investment platform. We believe that providing the best for clients requires us to support Financial Advisors with resources, training and an experienced team to collaborate with and assist you.

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