Business Development Rep/Wealth Advisor – Dallas, Tx
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.
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.
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
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 Texas driver’s license; applicant must have own car.
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.
Polaris Greystone Financial Group, LLC is an independently owned, federally registered investment adviser. We are a fee-only adviser. Our services include: tactical portfolio management, private wealth management and financial planning provided with a focus on developing long-term, successful relationships.