JOB DESCRIPTION

Job Title: Associate Investment Advisor
Reports to: Executive Director
Location: Pasadena, CA (Hybrid)
Posted: January 2026

Full-time, Exempt

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.
  

COMPENSATION & BENEFITS

• Competitive salary commensurate with experience
• Comprehensive benefits package including health, retirement, and professional development support
  

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.

APPLICATION PROCEDURE

Please submit your resume and a cover letter outlining your experience and interest in the role to: [email protected]