CAREERS

 

 

 

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 a focus on developing long-term, successful relationships.

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 seeking a Wealth Advisor to generate new client relationships and convert prospective clients to existing clients. The position builds centers of influence and actively networks to develop referral sources. The position generally introduces clients to the firm’s wealth management team for relationship management and service but may serve as the advisor and primary point of contact for approximately 30 clients. Requires extensive travel throughout a territory covering the South Bay.

Responsibilities Include:

  • Develop new relationships by building a pipeline of opportunities.
  • Partner with centers of influence to build relationships and develop a network of potential referral sources.
  • Assess prospects’ financial needs and objectives, select financial planning solutions that will fit the client’s risk tolerance and time frame, and present customized wealth management plans.
  • Present the company’s investment strategies and solutions at sales seminars throughout the region.

Required Education, Experience & Skills:

  • Prior experience developing strategies for new client outreach and marketing.
  • Prior experience networking and expanding customer base while working with existing clients.
  • Broad background in retirement products, general investment matters and applicable tax and estate planning issues.
  • Demonstrated experience with public speaking and the ability to make group presentations.
  • The ability to explain difficult concepts in easy to understand ways.
  • Disciplined self-starter with ability to work independently and in a team environment.
  • Strong PowerPoint skills and proficiency in Microsoft Office and CRM software.
  • Organized, detail-oriented, and excellent time-management skills.
  • Series 65 mandatory.
  • Professional designation of Certified Financial Planner (CFP®) preferred.
  • Bachelor's Degree strongly preferred and weighted.
  • Valid California driver’s license; applicant must have own car.

Polaris 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 are expanding! We are currently seeking a results-driven, highly motivated professional to join our sales team.

We offer:

  • Dynamic portfolios managed in-house and based on forward market research
  • Participation in a custodial referral program
  • An opportunity to advance professionally
  • Competitive compensation plan with uncapped bonus potential

Responsibilities Include:

  • Driving growth through prospecting efforts, generating sales leads that will turn into opportunities and closed business.
  • Identifying centers of influence to build relationships and develop a network of potential referral sources.
  • Developing Polaris Greystone’s relationship with your assigned custodial branch.
  • Assessing prospects’ financial needs and objectives, selecting financial planning solutions that will fit the client’s risk tolerance and time frame, and presenting customized wealth management plans.
  • Presenting the company’s investment strategies and solutions at sales seminars throughout the region.

Required Education, Experience & Skills:

  • Prior business development experience in the financial services industry.
  • Disciplined self-starter with ability to work independently and in a team environment.
  • Experience with public speaking and the ability to make group presentations.
  • The ability to explain investment options in easy to understand ways.
  • Strong PowerPoint skills and proficiency in Microsoft Office and CRM software, Salesforce preferred.
  • Organized, detail-oriented, and excellent time-management skills.
  • Series 65 or 66.
  • Professional designation of Certified Financial Planner (CFP®) preferred.
  • Bachelor's Degree preferred.
  • Possess a clean U-4 CRD history.
  • Valid Illinois driver’s license; applicant must have own car.

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.