Polaris Greystone Financial Group, LLC is an independently owned, federally registered investment adviser. We are a fee-only adviser and do not charge commissions for buying or selling stocks or bonds. Our services include: tactical portfolio management, private wealth management and financial planning provided with unparalleled individual attention focused on developing a long-term, successful relationship.
We are seeking a Financial Planner to assist the wealth advisors in reviewing, analyzing, and preparing financial plans for prospects and clients. The position creates comprehensive financial plans for prospects and clients using financial planning software, and identifies holdings in clients’ 401(k) plans that align with the clients’ asset allocation at Polaris Greystone. The Financial Planner's application can be found here.
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 Polaris Greystone Employment Application, please click the link below.
Interested candidates should review our current employment opportunities and send a resume, cover letter, and the Polaris Greystone Employment Application to email@example.com.