Our latest partner is a rapidly expanding Registered Investment Advisor, a Certified B Corp, and a regional leader in ESG investing. Their team members are creative, forward-thinking, and progressive. They hail from diverse backgrounds, speak five languages, and are committed to making money a force for good. We are looking to hire a dynamic investment advisor with financial planning experience.
Responsibilities include maintaining client relationships, managing portfolios, creating financial plans for clients, formulating and implementing investment advice, developing new client relationships, and collaborating closely with colleagues on strategic planning and on social media campaigns.
Duties and Responsibilities:
Relationship management: Includes understanding client needs, goals, and personal circumstances to help meet their unique financial objectives
Portfolio management: Includes investment analysis, security selection, trading, rebalancing
Financial planning: Includes implementing strategies to achieve client retirement goals and provides assistance with budgeting, educational saving, charitable giving, and estate planning
Client service: Includes portfolio reviews, account administration, and money movements
New business development: Includes cultivating and closing opportunities with prospects
Operations: Includes the use of key CRM, portfolio management, and rebalancing systems
Community service: All employees are strongly encouraged to engage in community service as part of our B-Corp certification requirement and also be a community ambassador
In sum, we want advisors/fiduciaries who are passionate about serving their clients and growing their book by working with various subject matter experts within our community of advisors and growth partners.
Requirements:
Minimum 3 years' experience in financial planning and investment advisory services
Bachelor's degree
Series 65 registration
Portable BOB of $10mm AUM or more; ~90%+ managed money (ideally but we are flexible)
No non-competes or non-solicitation clauses - if there are any, we may be able to manage
Clean U4
Strong communication and listening skills
Reliability and attention to detail
Proven business development ability
Emotional intelligence and resilience
Team player, with leadership ability
Self-reliance
Positive "can-do" attitude
Writing, and social media skills
Ability to thrive in an entrepreneurial, collaborative, small company environment
Wants to work remotely (however, local office(s) can be arranged if the advisor does not want to work on a remote basis.)
Desired CFP® designation current or in progress
Benefits:
Salary based on experience and ability (competitive with industry standards)
Bonus based on achievement of individual and team goals
Health care, 401(k) plan
Generous vacation/holiday benefits
Financial support for professional accreditation/continuing education
Long term career opportunities
Investment Advisor
Our latest partner is a rapidly expanding Registered Investment Advisor, a Certified B Corp, and a regional leader in ESG investing. Their team members are creative, forward-thinking, and progressive. They hail from diverse backgrounds, speak five languages, and are committed to making money a force for good. We are looking to hire a dynamic investment advisor with financial planning experience.
Responsibilities include maintaining client relationships, managing portfolios, creating financial plans for clients, formulating and implementing investment advice, developing new client relationships, and collaborating closely with colleagues on strategic planning and on social media campaigns.
Duties and Responsibilities:
Relationship management: Includes understanding client needs, goals, and personal circumstances to help meet their unique financial objectives
Portfolio management: Includes investment analysis, security selection, trading, rebalancing
Financial planning: Includes implementing strategies to achieve client retirement goals and provides assistance with budgeting, educational saving, charitable giving, and estate planning
Client service: Includes portfolio reviews, account administration, and money movements
New business development: Includes cultivating and closing opportunities with prospects
Operations: Includes the use of key CRM, portfolio management, and rebalancing systems
Community service: All employees are strongly encouraged to engage in community service as part of our B-Corp certification requirement and also be a community ambassador
In sum, we want advisors/fiduciaries who are passionate about serving their clients and growing their book by working with various subject matter experts within our community of advisors and growth partners.
Requirements:
Minimum 3 years' experience in financial planning and investment advisory services
Bachelor's degree
Series 65 registration
Portable BOB of $10mm AUM or more; ~90%+ managed money (ideally but we are flexible)
No non-competes or non-solicitation clauses - if there are any, we may be able to manage
Clean U4
Strong communication and listening skills
Reliability and attention to detail
Proven business development ability
Emotional intelligence and resilience
Team player, with leadership ability
Self-reliance
Positive "can-do" attitude
Writing, and social media skills
Ability to thrive in an entrepreneurial, collaborative, small company environment
Wants to work remotely (however, local office(s) can be arranged if the advisor does not want to work on a remote basis.)
Desired CFP® designation current or in progress
Benefits:
Salary based on experience and ability (competitive with industry standards)
Bonus based on achievement of individual and team goals
Health care, 401(k) plan
Generous vacation/holiday benefits
Financial support for professional accreditation/continuing education
Long term career opportunities
What You'll Do
Relationship management: Includes understanding client needs, goals, and personal circumstances to help meet their unique financial objectives
Portfolio management: Includes investment analysis, security selection, trading, rebalancing
Financial planning: Includes implementing strategies to achieve client retirement goals and provides assistance with budgeting, educational saving, charitable giving, and estate planning
Client service: Includes portfolio reviews, account administration, and money movements
New business development: Includes cultivating and closing opportunities with prospects
Operations: Includes the use of key CRM, portfolio management, and rebalancing systems
