Position Summary

Natural Investments, a founding B Corp, Public Benefit company, and pioneering nationwide firm in sustainable, responsible, and impact investing seeks a financial advisor for a Central California Coast office and an existing 100+ household book of business with an asset value of $40+ million. For an experienced financial advisor this may offer an opportunity to buy an established book of business when joining the firm. For a newer advisor it would involve assisting a senior advisor and, with experience, buying a book of business over time. Must reside on the Central California Coast in order to meet with a primarily local clientele, but can work from home or a coworking facility. Series 65 securities license required. Current advisors bringing existing clients would be required to convert these portfolios to sustainable and responsible investments given the mission of the firm.

 

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Inquiries accepted only at ni@naturalinvestments.com.