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 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.
Required Education, Experience & Skills
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.
Job Type: Full-time