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The Robert Toigo Foundation

Financial Advisor Practice

Natural Investments
Published
February 2, 2024
Location
Central Coast, California
Category
Job Type
Salary
Depends on experience
City
Central Coast
State
  • California

Description

Natural Investments, a founding B Corp and Public Benefit company and a pioneering nationwide firm in sustainable, responsible, and impact investing seeks a financial advisor for a Central California office and an existing 100+ household book of business with an asset value of $50+ million.  For an experienced financial advisor this may offer an opportunity to immediately purchase clients when joining the firm. For a newer advisor it would involve assisting a senior advisor and, with time and experience, purchasing clients over time. Must reside in Central Coastal California in order to meet with a primarily local clientele, but can work from home or a coworking facility.  Series 65 investment advisor license required. Current advisors bringing existing clients would be required to convert their portfolios to sustainable and responsible investments given the mission of the firm. Inquiries accepted only at ni@naturalinvestments.com.

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