Wealth Advisor - San Francisco Bay Area

Polaris Greystone Financial Group, LLC
San Rafael, California
Apr 18, 2019
May 18, 2019
Job Role
Wealth Advisor
Employment Type
Full Time

Polaris Greystone Financial Group, LLC is an independently owned, Securities and Exchange Commission (SEC) 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 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.

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. 

Interested candidates should complete an application (link below) and email a cover letter and resume.