Pacific Advisors

Your experience will lay the groundwork for sustainable growth, both for our clients and your own practice.. Advanced Planning Tools & Insights: With a focus on cultivating long-term client cash flows over pushing products, we equip you with top-tier planning & insights tools to elevate your advisory services.. Tailoring financial strategies to the complex needs of a discerning clientele, with a steadfast focus on their long-term financial health.. Our Mission: Helping People Financially Produce and Support a Good Life for the Rest of Their Lives.. Pacific Advisors is not an affiliate or subsidiary of PAS. Pacific Advisors is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor.

financial coach

Are you an established financial advisor seeking an environment where your experience is valued and your strategic vision is amplified? Do you envision yourself in a role where you're not just managing, but architecting financial practices that stand the test of time? At Pacific Advisors, we foster a culture where experienced financial professionals like you can transcend the conventional frameworks of the financial services industry. Why Step Forward as an Experienced Financial Advisor with Us? <ul><li>Independence without Isolation: Enjoy the autonomy of managing your clientele, backed by the camaraderie and support of our esteemed network, ensuring you "work for yourself, not by yourself." </li><li>Architect of Practices, Not Just a Manager: You are more than a practice manager—you are a creator of legacies. Your experience will lay the groundwork for sustainable growth, both for our clients and your own practice. </li><li>Be Celebrated: We welcome all experienced producers, not just those who top all the leaderboards. At Pacific Advisors, we have a vibrant community that celebrates success with you. </li><li>Structured for Success: Join an entrepreneurial haven designed with intentional structures to foster growth, not leave the future of your practice to chance. </li></ul> Pacific Advisors | A Strategic Evolution for Skilled Advisors: <ul><li>Marketing Autonomy: We understand that established advisors need to market on their terms. Pacific Advisors provides a dynamic platform where you can utilize your proven strategies and our resources to target the right clients in the manner you see fit. </li><li>Balanced Staffing Dynamics: Shift from juggling the dual roles of manager and practitioner to a harmonious blend that aligns with your strengths. We offer the support to ensure you stay focused on what you do best. </li><li>Transparent Net Revenue: Tired of complex grid systems that cloud your earnings? We promote a transparent cost of business structure, so you see a clear picture of your net revenue. </li><li>Advanced Planning Tools & Insights: With a focus on cultivating long-term client cash flows over pushing products, we equip you with top-tier planning & insights tools to elevate your advisory services.</li></ul> Your Role Will Involve: <ul><li>Nurturing your portfolio while expanding your influence through strategic client acquisition. </li><li>Tailoring financial strategies to the complex needs of a discerning clientele, with a steadfast focus on their long-term financial health. </li><li>Harnessing our advanced analytical tools to provide insights that resonate with your clients' aspirations. </li><li>As desired, you may also shape future leaders in the industry through mentorship, coaching, and advisor development programs. </li></ul> Perks of Your Expertise: <ul><li>Professional Development: Benefit from our ongoing educational programs tailored for high-caliber professionals. </li><li>Awards & Recognition: Qualified producers can earn incentives and recognition such as Leader’s Club, Chairman’s Club, Executive Club, and more. </li><li>Comprehensive Benefits: Our competitive package includes a Defined Benefit Plan, 401(k) with Match and Roth options, health and dental insurance, and more. </li><li>Strategic Mentorship: Engage in mentorship programs designed for senior-level advisors. </li></ul> Joining Criteria: <ul><li>Must be a US citizen or permanent resident. </li><li>Multiple contract types available, some of which may require licensing. </li></ul> Our Mission: Helping People Financially Produce and Support a Good Life for the Rest of Their Lives. Step into your next chapter with Pacific Advisors. Visit us at www.pacificadvisors.com/careers to explore how your experience can make a profound impact. Pacific Advisors LLC (CA Insurance License #0K12914) is an agency of The Guardian Life Insurance Company of America (Guardian), New York, NY. Insurance products offered through One Pacific Financial & Insurance Solutions LLC, DBA of Pacific Advisors LLC. Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 333 N. Indian Hill Blvd., Claremont, CA 91711. 909-399-1100. PAS is a wholly owned subsidiary of Guardian. Pacific Advisors is not an affiliate or subsidiary of PAS. Pacific Advisors is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. #2024-173775 Exp. 4/26

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