Careers

Polaris Wealth Advisory 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.

Current Openings:

Polaris Wealth Advisory 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 seeking an Operations Assistant who will work closely with the Operations Team to provide support with the daily operation of the department. The Operations Assistant will also act as the backup to the front desk, answering the main phone line and welcoming visiting clients.

Responsibilities Include:

  • Assisting the Operations Team with cash management and various account maintenance requests.
  • Updating client information in customer relationship management (CRM) software and portfolio accounting software.
  • Answer multi-line telephone system and greet visiting clients.
  • Enter new account and client information in our CRM and portfolio accounting system.
  • Prepare and send new account welcome packets to clients.
  • Distribute daily all-flows report.
  • Creating custodian and client portal log in IDs for clients as well as resetting passwords for clients if needed.
  • Sending firm disclosures out to prospective clients as well existing clients opening new accounts.
  • Saving client documents to our document management system (Worldox)
  • Creating client and account cabinets in our document management system (Worldox)
  • Assist with ad-hoc projects assigned by the Operations Manager.

Required Education, Experience & Skills:

  • 2 years’ experience within financial services preferred.
  • Strong Microsoft Office Suite knowledge especially Excel (v-lookup and pivot tables)
  • Intermediate skills on portfolio accounting software and CRM software preferred.
  • Excellent verbal and written communication skills.
  • Highly detail-oriented and organized, with great follow-through skills.
  • Great organizational skills and the ability to multi-task.
  • College degree preferred.

Employment Application:


It is our policy and intent to provide equal opportunity to all persons without regard to race, color, religion, political affiliation, sex/gender, (including gender expression/identity, pregnancy, childbirth and related medical conditions) marital status, registered domestic partner status, sexual orientation, age, ancestry, national origin, veteran status, disability, medical condition, genetic characteristics, and/or any other basis protected by law. This policy covers all facets of employment including, but not limited to: recruitment, selection, placement, promotions, transfers, demotions, terminations, training, and compensation.