Working at Pacific Capital Resource Group | Glassdoor

Pacific Capital Resource Group Overview

Bellevue, WA
51 to 200 employees
1998
Company - Private
Brokerage Services
Unknown / Non-Applicable
Pacific Capital Resource Group, Inc. (PCRG) is a regional leader in financial services and design implementation. With 60+ advisers and wealth strategists, PCRG delivers world class service to thousands of clients nationwide.

Mission: It is our mission to improve the lives of our clients through disciplined, common sense planning that delivers results. The financial professionals at Pacific Capital value integrity, professionalism, commitment and service. To best serve the needs of individuals, families and ... Read more

Pacific Capital Resource Group – Why Work For Us?


INTEGRITY.
PROFESSIONALISM.
COMMITMENT.
SERVICE.

PACIFIC CAPITAL RESOURCE GROUP, INC. (PCRG) EXEMPLIFIES THESE FOUR WORDS BY DOING BUSINESS WITH THE HIGHEST OF ETHICAL STANDARDS THAT HAVE ALLOWED PCRG TO BECOME A REGIONAL LEADER IN FINANCIAL SERVICES AND DESIGN IMPLEMENTATION. WITH NEARLY 100 ADVISERS AND WEALTH STRATEGISTS, PCRG DELIVERS WORLD CLASS SERVICE TO THOUSANDS OF CLIENTS NATIONWIDE.

One of the most important aspects of any relationship is trust. At Pacific Capital, we promise to earn your trust. We are dedicated to providing you with only those products and services that are designed to address your unique needs and objectives. We are equally dedicated to making sure you understand the solutions we recommend, as well as many options available to you.

You have worked hard to get where you are today. We want to work hard to help you get where you want to be tomorrow, and in the future.

CAREERS

Pacific Capital is committed to conceptual, needs-based selling through professional, planning-oriented producers. We offer opportunities for qualified individuals interested in pursuing a career in insurance and financial services, and offer exceptional, industry-leading support for seasoned financial professionals.

Are you the kind of person we’re looking for?

Are your skills, experience, and character compatible with the demands of the marketplace—and with Pacific Capital? We’re looking for people who want to take charge of their futures. People, given the right support, can really make a difference. If that’s you, you belong with Pacific Capital.

Pacific Capital Resource Group Reviews

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Kurt Jonson
57 Ratings
  • Featured Review

    "Wonderful Place to Work!"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Financial Advisor in Bellevue, WA
    Current Employee - Financial Advisor in Bellevue, WA
    Recommends
    Positive Outlook
    Approves of CEO

    I have been working at Pacific Capital Resource Group full-time (More than 5 years)

    Pros

    Great payouts, good training, diverse product lineup, lots of autonomy to run your practice, and excellent culture. Perfect fit for a driven new or experienced adviser.

    Cons

    Strong emphasis put on training and business development, but advisers are left to figure out certain functions necessary to scaling their practice on their own, like developing their service model.

    Advice to Management

    Greater training on ways to use technology effectively in plan design but lacking in practice management and marketing

See All 92 Reviews

Pacific Capital Resource Group Photos

Pacific Capital Resource Group photo of: PCRG Headquarters
Pacific Capital Resource Group photo of: Celebrating success!
Pacific Capital Resource Group photo of: PCRG Headquarters
Pacific Capital Resource Group photo of: PCRG Headquarters
Pacific Capital Resource Group photo of: PCRG Headquarters
Pacific Capital Resource Group photo of: PCRG Headquarters
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Pacific Capital Resource Group Interviews

Experience

Experience
60%
20%
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Getting an Interview

Getting an Interview
28%
24%
20%
12
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Difficulty

2.9
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  1. Helpful (1)  

    Intern - Hourly Interview

    Anonymous Employee in Seattle, WA
    Accepted Offer
    Positive Experience
    Average Interview

    Application

    I applied in-person. The process took 2 weeks. I interviewed at Pacific Capital Resource Group (Seattle, WA) in March 2017.

    Interview

    Received numerous phone calls judging my interest so i told them when i was interested and we proceeded from there. Spoke with a recruiter a few times and he encouraged me to apply online and send him my resume and cover letter. Then was asked to do a short interview, then to come in for an in person interview and was hired soon after.

    Interview Questions

    • What is your understanding of finance?   1 Answer
    • What do you think a normal distribution of time is for a financial advisor throughout a one week period?   1 Answer
    • What stuck out to you about this internship?   1 Answer
See All 28 Interviews

Pacific Capital Resource Group Awards & Accolades

  • Washington's 100 Best Companies to Work For, Seattle Business Magazine, 2014
  • Washington's 100 Best Companies to Work For, Seattle Business Magazine, 2016
  • Washington's 100 Best Companies to Work For, Seattle Business Magazine, 2017
  • Washington's 100 Best Companies to Work For, Seattle Business Magazine, 2018
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