Natural Investments, a national leader in socially responsible investing, seeks a full-time financial advisor for its San Luis Obispo, California practice of 100+ households and $40+ million in exclusively socially responsible/ESG publicly-traded investments.  An experienced financial advisor may be able to buy this established book of business when joining the firm. A newer advisor would work under a senior advisor and purchase the book of business at some point if warranted.

Position requirements:

• Series 65 securities license
• Reside full-time on the Central California Coast in or near San Luis Obispo for face-to-face client meetings, though can work from home or a coworking facility.
• Strong commitment to socially responsible/ESG/impact investing, including conversion of any existing client accounts brought from elsewhere to sustainable and responsible investments.

• Financial advising and financial planning experience preferred.
• Comfort being an independent practitioner while also being an integral part of a virtual national collective of experienced socially responsible advisors.

Natural Investments is a certified B Corp since 2007, a Public Benefit LLC, and the only financial company in the U.S. owned by a perpetual purpose trust. A pioneering nationwide advisor-managed firm in sustainable, responsible, and impact investing with $1.9 billion in assets under management, the firm manages both public and private investments, with a strong commitment to racial equity, community development, and ecological regeneration. The firm has published its Heart Rating of domestic socially responsible mutual funds since 1992, and has written three books on the field in the past 30 years, including The Resilient Investor: A Plan for Your Life, Not Just Your Money.

For more information, contact ni@naturalinvestments.com.