Donate User Login Fellow/Alumni Login
The Robert Toigo Foundation

Financial Advisor Practice

Natural Investments
February 2, 2024
Central Coast, California
Job Type
Depends on experience
Central Coast
  • California


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

Related Jobs

Director, HR Business Partner   Los Angeles, California new
February 28, 2024
Accountant   Bethesda, MD
February 22, 2024
February 22, 2024
Vice President, Head of Financial Operations   One Financial Plaza, Hartford, CT
February 12, 2024
Investment Analyst   Battle Creek, Michigan
February 1, 2024