Investment Advisor & Planner
Positions available in multiple cities
Earth Equity Advisors is a fast-growing socially and environmentally responsible investment management and financial planning firm based in Asheville, NC. We are looking for highly ethical and motivated Investment Advisors & Planners to help us grow throughout the Southeast.
Priority locations include Atlanta & Savannah, GA, Roanoke and Charlottesville, VA, Greensboro/Winston-Salem and Raleigh/Durham, NC and our Asheville, NC headquarters. Other locations include, but are not limited to Greenville/Spartanburg, Columbia and Charleston, SC, Birmingham, AL, Jacksonville, FL, Richmond, VA, Washington, DC and Knoxville, TN
These individuals will lead our expansion, with day-to-day responsibilities to include prospecting for and servicing their own new clients for our internationally-recognized program of socially responsible investments.
Ideal candidates will have experience in business development and account management within the financial services sector, deeply interested in environmental and social issues, and committed to personal growth.
Bachelor’s degree required. Graduate degree preferred. Series 65 or 66 or past experience in financial services a plus.
Successful candidate will acquire Certified Financial Planner designation within 2 years.
Must be highly ethical, self-motivated with an outgoing personality that works well within our team setting. Local community involvement is essential. Outstanding communication, active listening, relationship-building and negotiating skills. Capable of quickly building rapport with clients, assessing their needs and presenting relevant features and benefits of our firm’s products and services. The ability to work independently, in a virtual office with a high degree of quality & discipline. Must be self-motivated and client-service oriented. Must be able to prioritize tasks and work well under pressure while remaining focused.
Training at company offices required.
We offer a generous fee-based payout schedule.
If you meet the requirements and are interested, please contact us. No phone calls please.