Our firm is an independent Registered Investment Advisor dedicated to providing clients with sustainable investment management, personalized financial planning, and innovative strategies that deliver social and environmental impact. We work with clients who seek to use their resources to advance social justice and protect the environment, and we provide aligned investment strategies designed to meet both financial and impact objectives. We are fee-only, employee-owned, woman-led, and a certified B Corp. As a firm, we aim to create a better world for people and the planet, and we have a clear set of values to support that work. Our team, our strategies and our clients are all aligned in our intention and share this passion. We are a small team, so each role is uniquely important at our firm, and we never hesitate to support each other.

We are seeking an Associate Advisor to join our client-facing advisory team to provide financial guidance and advice, help implement investment strategies, and deepen our impact-focused approach to financial planning. To succeed in this position, you will thrive on building deep and trusting relationships with clients, have a strong understanding of the financial planning process, and take pride in producing excellent work. The role offers an opportunity to join our young, fast-growing firm and includes significant opportunities for thought leadership, being part of a team that’s creating real impact around climate change and social justice, and potential firm ownership down the road.

KEY RESPONSIBILITIES

In the role of Associate Advisor, you will:

• Participate in the full cycle of client relationships, from onboarding and initial strategy discussions to implementation and regular review meetings with clients
• Assess each client’s financial circumstances, values, and investment objectives; develop personalized Investment Policy Statements
• Build and deliver financial plans that include analysis and recommendations that align with each client’s goals; address issues including cash flow, retirement, estate planning, tax, and redistribution strategies
• Embrace the firm’s sustainability-focused investment strategy, which integrates environmental and social impacts across asset classes and is built around the firm’s proprietary public equity strategy
• Monitor client portfolios to ensure they adhere to the outlined plan
• Help integrate and administer impact-focused private placements that match each client’s impact goals, liquidity needs, and risk/return parameters
• Manage ongoing client communications and education, answer client questions, and provide regular portfolio reporting on investment performance and social impact
• Assist with the firm’s external communications; help craft content and participate in speaking engagements, presentations, and client events
• Continue to develop personal and professional skills, knowledge, and understanding of investment philosophies, impact strategies, and planning practices
• Uphold all compliance and risk procedures, follow corporate and industry protocols, and protect the interest of the client and the firm at all times

WHAT IT TAKES

• 3+ years’ experience in financial advising and planning, wealth management, and/or investment management; experience with sustainable, responsible, and impact investing strongly preferred
• Bachelor’s degree required; MBA, CFA, and/or advanced degree in finance a plus
• CFP strongly preferred; may consider individuals that are somewhere on their CFP journey
• Series 65 (may be obtained within 6 months as a condition of employment)
• Experience developing, positioning, and presenting comprehensive financial plans and investment strategies to clients and business partners
• Proficiency with financial planning and investment industry software, especially portfolio reporting and rebalancing (we use Black Diamond), and MoneyGuide or eMoney planning programs; strong ability to learn and apply new software systems quickly
• Familiarity with additional financial industry software and systems, including custodial platforms (Schwab), project management software (Asana), and CRM software (Redtail, Salesforce)
• Strong written and oral communication skills
• A commitment to excellence; detail-oriented and client-focused
• Ability to work as part of a team in a fun, hardworking, and progressive firm
• Passion for creating impact around environmental sustainability and social justice
• A commitment to ongoing professional development

THE BENEFITS

We offer a competitive compensation package that includes a base salary plus bonus, 401k with company match, health insurance including dental and vision coverage, paid and volunteer time off, and opportunities for training and career growth.

EQUAL EMPLOYMENT OPPORTUNITY

Our firm provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, veteran status, or any other status protected under applicable federal, state, or local law.

Moreover, we believe that diversity of perspectives, experiences, and talents strengthens our organization and contributes to a thriving and innovative work environment. We encourage individuals from all backgrounds and identities to apply and welcome applications from women, people of color, and other groups traditionally underrepresented in finance.