Financial Advisor (Socially Responsible Investing)

~ Common Interests is a family wealth management firm specializing in Socially Responsible Investing. We believe in ‘doing well by doing good'. ~ 

• We look at the environmental impact of our investment choices. We want to be part of the solution, not part of the problem.
• On the one hand, we avoid the "Bad Apples" that don't treat their employees well. On the other, we look for companies that look at their "human capital" as an investment in themselves. 
• We identify companies that use the best practices of good corporate governance and work with those who want to improve their performance.  

Overview 

We are currently in an expansion mode and looking for new associates. It is our desire to grow our firm, carefully over time, to four or five registered representatives who all share our interest in Responsible Investing and Responsible Citizenship.

We have built our firm on the foundation of the "Categorical Imperative" which is summarized by saying that we need to always act in such a way, so that if everyone else acted in this way, the world would be a much better place! Our firm understands that we are part of the Global Village and that this village comes with personal responsibilities that have to be met in order to maintain it.

Qualifications  

Click here to view a list of personality traits and personal characteristics of the person that we would like to have as an associatewe're looking for in potential candiates. 

• The key ingredients here are how this person thinks, behaves, motivates him or her self, and how they relate to other people around them.
• It also implies a willingness to be an entrepreneur and a self-driven desire for personal growth.
• Inherent in the nature of this person is a real discontent with the status quo and a strong desire to move forward into new methods and ventures.
• Additionally the person we are looking for will have a strong desire to subscribe to our Philosophy, our Mission Statement and our Commitments to Clients as stated in the About Us section of the website. And they will want to become, in our words, "The Single Point of Entry to enhance their clients Financial Wellness." Clearly licensing in all of the product areas will be needed, but it is not required to join our team; however, it will definitely need to follow.
• We look forward to meeting as many of the people described here as we can. We enjoy what we do and how we do it so, THE MORE THE MERRIER!