Sustainable Investments Financial Advisor (Asheville)

We are looking to grow the financial advisor team in our Asheville, NC home office. Earth Equity is a leader in the sustainable, resilient, and innovation (SRI) investing industry, having just celebrated our twenty-first year in business. 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 .

Our Mission is to empower sustainable, responsible, and impact investing across generations and communities to amplify financial impact and nurture positive change.

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:

• Must have a Series 65 or 66
• Clean regulatory record
• At least $25mm client book of business
• 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
• Location flexibility develop your local market
• 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