CAREERS

 

 

PPolaris Greystone Financial Group, LLC is a federally registered investment advisor. We help high net worth individuals and small businesses build and maintain their wealth by creating realistic financial plans and managing portfolio growth responsibly. We are committed to understanding our clients’ goals and putting their interests first.

We offer a comprehensive benefits package that includes medical insurance, paid time off, and a generous 401(k) plan. We offer you a dynamic working environment, a culture of mutual respect, commitment to maintaining the highest ethical standards, and the opportunity to play a vital role in the growth of our firm.


 

We are expanding! We are currently seeking an Employer Retirement Plan Advisor to join the Qualified Plans division. The position will involve a variety of responsibilities crucial to the success of the growing Qualified Plans division.

Responsibilities Include:

  • Communicate daily with high level individuals at companies and establish deeper relationships with these individuals.
  • Stay informed on current events and economic factors that can affect the financial market.
  • Assist plan sponsors with year-end administration to ensure that necessary documents are submitted to the IRS in a timely fashion.
  • Maintaining a database of Qualified Plan clients.
  • Prepare necessary reports, documents, and topics to be discussed with clients during the annual plan review meeting.
  • Track the performance for all clients on a plan level and keep information organized on a detailed spreadsheet.
  • Onboard new clients onto the 401k platform, and train them on website features and how to process contributions.
  • Create various plan participant letters specific to each client (ex. enrollment letters, plan transition letters, termination letters, etc.)
  • Process contributions for certain clients and be aware of specific plan policies including eligibility, enrollment, contributions, and vesting.
  • Assist with various plan participant requests when support is needed.
  • Be able to adapt quickly to issues that arise and always provide excellent customer service to clients.

Required Education, Experience & Skills:

  • Bachelor’s Degree preferred.
  • Series 65 preferred
  • At least 2 year in a Wealth Management position, preferably working with Qualified Plans or in an advisory role
  • Competent computing skills that include working with the Microsoft Office suite
  • Highly detail-oriented and organized with the ability to complete work in a timely, accurate and thorough manner, along with great follow-through skills
  • Ability to multi-task
  • Have a willingness to learn, retain information, and solve problems on your own

We are seeking a Wealth Advisor to function as the primary trusted advisor to the firm’s high net worth clients. This is a client-service oriented position that works with assigned existing clients. The position works with approximately 100+ clients when at full capacity and spends approximately 2 – 3 days travelling locally in the Bay Area

Responsibilities Include:

  • Proactively consulting with clients on a regular basis in order to maintain a current understanding of their financial situations and life circumstances.
  • Using your knowledge of financial planning and Polaris’s investment strategies to recommend appropriate solutions to help clients reach their financial goals and objectives.
  • Collaborating with client’s outside advisors to deliver comprehensive wealth management advice and solutions.
  • Developing long-term relationships with clients by demonstrating solid financial planning skills and providing client-centered advice and guidance.
  • Identifying and successfully acting on opportunities to gather additional client assets.
  • Acting as the client’s primary point of contact, including overseeing and following up on all client-service requests.

Required Education, Experience & Skills:

  • Professional designation of Certified Financial Planner (CFP®) desired.
  • Existing Series 65.
  • At least 3 years in financial services with demonstrated experience working with clients with complex financial planning needs; 5 years of experience preferred.
  • Broad background in retirement products, general investment matters and applicable tax and estate planning issues.
  • Excellent interpersonal skills and face-to-face relationship building abilities.
  • Demonstrated experience in understanding client's financial situations and personal circumstances.
  • Demonstrated ability to deliver a distinctive and thoughtful experience that is aimed at providing appropriate advice for the client's situation that secures confidence and business.
  • Demonstrated experience in communicating both written and orally with clients.
  • Demonstrated experience in networking and building business relationships.
  • Competent computing skills that include working with the Microsoft Office suite, CRM and proprietary systems.
  • Bachelor's Degree strongly preferred and weighted.

Hours are Monday – Friday 7:00 a.m. – 4:00 p.m.

We offer a comprehensive benefits package that includes medical insurance, paid time off, and a generous 401(k) plan. We offer you a dynamic working environment, a culture of mutual respect, commitment to maintaining the highest ethical standards, and the opportunity to play a vital role in the growth of our firm.

To be considered for this position, interested candidates must complete and email an application (link below), a cover letter, and resume.

Employment Application

We offer a comprehensive benefits package that includes medical insurance, paid time off, and a generous 401(k) plan. We offer you a dynamic working environment, a culture of mutual respect, commitment to maintaining the highest ethical standards, and the opportunity to play a vital role in the growth of our firm. To view the Employment Application, please click the link below.

 

Interested candidates should review our current employment opportunities and send a resume, cover letter, and the Employment Application to jobs@polarisgreystone.com.