Financial Advisor (Socially Responsible Investing)
Your wealth management expertise, integrity, and passion for social responsibility don’t have to be at odds.
Your aim to serve your clients’ best interest can be the fuel for your own financial success.
You can have the flexibility of an entrepreneur AND the support of a team.
At Common Interests you can combine all these things – doing good AND doing well, clients benefit AND you benefit, you gain autonomy AND support. We’ll provide you with the environment, experience and investment tools & technology to grow your successful practice in a purpose-driven community.
Common Interests is a boutique family wealth management practice specializing in Socially Responsible Investing (SRI), and operating with a healthy attitude of humility and service. We look to ‘do well by doing good’ by enhancing the financial wellness of our clients in a socially responsible manner.
Common Interests works with multigenerational families to help them come together, share their passions and concerns, and seek our counsel in creating investment solutions [M1] designed to lead to the financial wellbeing that they are looking for, while also making the kind of difference they care about.
We believe in the “categorical imperative” which says that all people should act in such a way that if everyone behaved that way, the world would be a better place. For us this means two key things:
- We put the interests of our clients first
- We specialize in Socially Responsible Investing
Common Interests also became a Certified B Corporation in 2014 to “put our money where our mouth is” by having the independent organization B Lab audit our business practices. As a B Corp we’ve evaluated how our practices impact our employees, our community, the environment, and our customers and have been certified to meet rigorous standards of social and environmental performance, accountability, and transparency.
Your goal in this position is to help people find financial wellness in a socially responsible way. You’ll extend our reach into new communities through your established network. As you learn our methodology, tools and technology you’ll grow your capacity to support more people and excite your current clients to expand both their financial health and positive global impact.
Our best financial advisors think like business owners. They are:
- Motivated – you’re passionate about learning and driven
- Entrepreneurial – you see challenging financial problems as an opportunity for creative problem solving
- Great Listeners – you know clients don’t trust you until they know you understand them
You’ll love working at Common Interests if you love bringing your whole self to work. Whether you’re into music, lego, talking about current events, or the latest Game of Thrones episode, we want to get to know the real you. We laugh and joke together and talk about the values we cherish.
In this role, you will be registered to offer securities and advisory services through Sagepoint Financial, our Broker/Dealer. Our branch is located at 160 Durham Ave, Ste 105, Metuchen NJ 08840, and we can be reached by phone at 732-710-4934.
This fulltime, permanent position will start working from our Metuchen, New Jersey offices with the option to work remotely in the future. We work core business hours Monday to Friday but often outside of those times to meet our clients. There’s flexibility in times and location because of the technology we’ve put in place to serve our clients from wherever we are. Your compensation is based on the work you bring in, so when you succeed you will reap the rewards.
- Experience working as a financial advisor
- Have an existing client base
- Experience financially consulting with clients
- Ability or desire to work holistically to help your clients address all of their financial needs
- Experience learning new technology and using it daily
- Experience in impact investing (an asset)
- Degree or diploma in a correlated field
- Series 7 license
- Series 63 and 65 license or a Series 66 license
- Certified Financial Planner (an asset)
- Insurance license (an asset)
- Property or casual license (an asset)
How to Apply
Our online application will give you the option to apply to this role as a complete candidate – not just a resume. The application will assess your qualifications, personality traits and workplace preferences, and should take 10 to 15 minutes to complete. After submitting, you'll receive an email inviting you to log in and view your assessment results.
We value diversity and inclusion and encourage all qualified people to apply. If we can make this easier through accommodation in the recruitment process, please contact us with the “Help” button in the application.
We will review applications as they are received and look forward to hearing from you.
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