Remote Associate Financial Advisor: Impact Investing

Natural Investments PBLLC; San Francisco (CA); Remote; USD 74,000 - 90,000; Full time

Job summary

Natural Investments PBLLC is seeking an Associate Financial Advisor to work remotely with periodic in-person meetings. The role starts with client service and operations, expanding into a full advisory position over 3–5 years, with potential ownership of a client book in the long term.

You will support investment strategy, portfolio construction, and financial planning, while collaborating with the lead advisor and managing operations.

Qualifications

• Bachelor’s degree or higher.
• Series 65 required or obtained shortly after joining.
• CFP designation obtained, in progress, or started after joining (an annual professional development stipend is available).
• Very strong technology skills including Excel, Windows, and web-based applications.
• Strong knowledge of finance, investments, economics, and behavioral finance.

Responsibilities

• Lead and support client onboarding and service through Schwab and outside investment managers.
• Document client meetings in Redtail CRM and coordinate team activities/workflows.
• Assist with investment portfolio maintenance, construction, and updates.
• Assist with tax form requirements and year-end delivery (March/April).
• Support quarterly client billing and reporting processes.
• Contribute to investment committee activities and due diligence meetings.

Skills

Series 65

CFP designation

Financial analysis

Excel

AI tools

Education

Bachelor’s degree or higher

Tools

Redtail CRM

MoneyGuide Pro

Holistiplan

Eclipse

DocuSign

Job description

Natural Investments PBLLC is seeking an Associate Financial Advisor to work remotely with periodic in-person meetings. The role starts with client service and operations, expanding into a full advisory position over 3–5 years, with potential ownership of a client book in the long term.

You will support investment strategy, portfolio construction, and financial planning, while collaborating with the lead advisor and managing operations.