Sustainable Investments Financial Advisor Position Available In Buncombe, North Carolina
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Job Description
We are looking to add a financial advisor to join our team in Asheville, NC. Earth Equity is a thought leader in the sustainable investing space and is redefining SRI for a changed climate world: Sustainable, Resilient, and Innovation Investing. We are the sustainable investment arm of Prime Capital Financial, a $30+ billion registered investment advisory firm based in Overland Park, Kansas.
Our Core Values are:
Integrity, Passion, Impact, Responsibility, and Gratitude. Candidates must be established financial advisors with current books of business who are looking to make a change and get into the world of sustainable investing with a market leader. They will be passionate about the environment, sustainability, and social issues. They should be service-oriented, involved in their community, and motivated to grow their business.
Responsibilities:
Provide exceptional client service Proactively prospect for new clients Help clients with financial planning Recommend investments from Earth Equity’s SRI models Meet with clients for reviews and other life events
Qualifications:
Be located in the Asheville, NC area and work from our beautiful new office space. Must have a Series 65 or 66 CFP Designation preferred Clean regulatory record Demonstrated history of exceptional client acquisition abilities
We Offer:
Fully turnkey sustainable investment solutions – Sustainable individual stock portfolio with 10+ year track record – Sustainable diversified fund portfolios with long-term track records Marketing support Financial planning support Retirement plan services and support Competitive compensation and benefits package Experienced, supportive, and dedicated team We look forward to talking with you about your career helping your clients align their investments with their values®
