What are the responsibilities and job description for the Associate Investment Advisor position at The Fuller Foundation?
HIRING ORGANIZATION
The Fuller Foundation and Fuller Investment Management Company
ABOUT US
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.