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 a Sales Associate who will provide sales support to 1-3 Sales Directors. They will be responsible for screening prospective clients from marketing campaigns along with leads from our TD Ameritrade and Charles Schwab referral networks, assigning qualified leads to a Sales Director. Responsibilities Include:
  • Interviewing/screening prospective clients that come through PWAG’s digital marketing campaigns – Get qualified leads into meetings with their Sales Director.
  • Follow up calls to cold leads sent to PWAG by TDA/Schwab – Get them into a meeting with the proper Sales Director.
  • Follow up with TD/Schwab financial consultants to get client data.
  • Follow up with prospective client to get financial data for plan.
  • Prepare and send new account welcome packets to clients.
  • Coordinate and confirm meeting day/time between prospective clients and Sales Director.
  • Follow up on prospective client paperwork to ensure timely delivery and signing.
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.
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.
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 expanding! We are currently seeking a Paraplanner to assist our sales and services teams prepare financial plans for prospects and clients. Responsibilities Include:
  • Input securities data into financial planning software.
  • Make recommendations to the advisors about financial planning solutions that will fit the client’s risk tolerance and time frame.
  • Under the direction of the advisors, prepare alternative proposals (what if options) for the client.
  • Accurately update prospect information in CRM software.
  • Input cost basis information on portfolio accounting software.
  • Identify investments in clients’ 401(k), 403(b), 457 plans that align with the clients’ asset allocation at Polaris.
  • Update spreadsheets with current securities ratings data from research providers.
  • Provide support for sales seminars and client appreciation events including proposing potential sites, event logistics, and the preparation of presentations and marketing collateral.
  • Perform other related duties as assigned.
Required Education, Experience & Skills:
  • Minimum of 1 year in financial planning.
  • Experience with financial planning software and CRM software.
  • Competent computing skills that include working with the Microsoft Office suite.
  • Bachelor’s Degree.
  • Series 65 preferred.
  • CFP® preferred.
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.

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 a Director, Wealth Management 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 San Francisco Bay Area.

Responsibilities Include:

  • Input securities data into financial planning software.
  • Make recommendations to the advisors about financial planning solutions that will fit the client’s risk tolerance and time frame.
  • Under the direction of the advisors, prepare alternative proposals (what if options) for the client.
  • Accurately update prospect information in CRM software.
  • Input cost basis information on portfolio accounting software.
  • Identify investments in clients’ 401(k), 403(b), 457 plans that align with the clients’ asset allocation at Polaris.
  • Update spreadsheets with current securities ratings data from research providers.
  • Provide support for sales seminars and client appreciation events including proposing potential sites, event logistics, and the preparation of presentations and marketing collateral.
  • Perform other related duties as assigned.

Required Education, Experience & Skills:

  • Minimum of 1 year in financial planning.
  • Experience with financial planning software and CRM software.
  • Competent computing skills that include working with the Microsoft Office suite.
  • Bachelor’s Degree.
  • Series 65 preferred.
  • CFP® preferred.

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.

 

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.