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.
Inquiries accepted only at firstname.lastname@example.org.