Earth Equity Advisors is seeking an Associate Financial Advisor to join our Asheville, NC home office. This is an opportunity to build a meaningful career at the intersection of financial planning and sustainable investing — working alongside an experienced advisor team at a firm that has spent 21 years proving that doing good and doing well are not mutually exclusive.
We are the sustainable investment arm of Prime Capital Financial, a $30+ billion registered investment advisory firm, and a recognized leader in sustainable, responsible, and impact (SRI) investing. If you're passionate about sustainability and want your work to reflect your values, this is the role you've been waiting for.
What You'll Do
Serve as a trusted advisor to clients seeking to align their investments with their values
Proactively grow your book of business through prospecting, referrals, and community engagement
Deliver comprehensive financial planning and investment guidance using Earth Equity's SRI model portfolios
Conduct client review meetings and provide thoughtful counsel through key life events
Collaborate with an experienced advisor and a supportive home office team
Who You Are
A credentialed financial advisor (Series 65 or 66 required or in progress) with a clean regulatory record
A CFP® designation holder, or committed to obtaining one — we'll support you in getting there
Passionate about environmental sustainability, social responsibility, and impact investing
An entrepreneurial relationship-builder who thrives on client acquisition and community involvement
Experienced with clients and financial planning — an existing book of business is a plus, but not required for the right candidate
Aligned with our core values: Integrity, Passion, Impact, Responsibility, and Gratitude
What We Offer
Fully turnkey SRI investment platform, including:
Proprietary sustainable individual equity portfolios with a 10+ year track record
Diversified sustainable fund portfolios with long-term performance histories
Comprehensive financial planning support and tools
Retirement plan services and resources
Marketing support and brand infrastructure
Location flexibility — build and serve your local market
Competitive compensation and benefits
A collaborative, experienced team that is genuinely invested in your success
Earth Equity Advisors — Helping clients align their investments with their values® since 2004.
Earth Equity is a leading sustainable investment and wealth management firm based in Asheville, NC. For over 21 years, we've been helping our clients align their investments with their values®.