Associate Investment Advisor

Job Description

THE ORGANIZATION

The Fuller Foundation is a Christian philanthropic services organization that supports Fuller Seminary through charitable giving and investment management. We offer donor-advised funds, charitable trusts, estate planning, and investment services to individuals and families who seek to align their financial lives with their faith and values.

POSITION SUMMARY

We are seeking a mission-aligned, entrepreneurial Associate Investment Advisor to join our growing team. This role is ideal for a Certified Financial Planner (CFP) candidate with experience in investment management or financial advisory services who is passionate about values-based investing and charitable giving. The Associate Investment Advisor will play a key role in client development, relationship management, and the delivery of holistic, faith-aligned financial solutions.

KEY RESPONSIBILITIES

Proactively generate new client leads through referrals, networking, outreach, and targeted prospecting

Drive new business and achieve annual AUM growth targets

Serve as a relationship manager for assigned clients, ensuring an excellent experience and building lasting trust

Educate clients and prospects on charitable giving vehicles (DAFs, CRTs, CGAs, etc.) and values-based investing

Present and close investment management solutions for individuals, families, churches, and nonprofits

Represent The Fuller Foundation and Fuller Investing at industry events, conferences, and community gatherings to expand brand awareness and business opportunities

QUALIFICATIONS

Bachelors degree

Licensed/registered Series 65, CAP, or willingness to obtain within 12 months preferred.

Certified Financial Planner (CFP) candidate; CFP course completion preferred 2+ years of experience in investment management and/or financial advisory services, preferably with a registered investment adviser

Familiarity with charitable giving vehicles and estate planning.

Interest in working successfully in an entrepreneurial, small-company environment

Ability to work both independently and collaboratively as part of a team

Strong organizational skills and ability to manage multiple competing priorities with accuracy and timeliness

Proficiency in Microsoft Office; experience with financial planning, CRM, portfolio management, and document management software

Excellent interpersonal and communication skills

Candidates must be eligible to work in the United States without sponsorship or restrictions

This is a full-time, hybrid position; weekly to bi-weekly meetings in the office.

Background check required.

Anti-harassment training for employees and supervisors is mandatory upon hire.

An organizational wide performance review process is required for all employees and a required task of all supervisors along with regular 1:1 meetings with their direct reports.

SUCCESS METRICS

Number of new client relationships initiated and converted.

Contribution to the organizational AUM goal and charitable commitments secured.

Client satisfaction and retention.

COMMITMENT TO FOUNDATION’S VALUES

Share a commitment to our mission and purpose.

Make quality service a top priority.

Must contribute to an organizational culture based on collaboration, commitment to excellence, and curiosity.

Be a team-player who also works independently.

Full-time

Hybrid remote