Advisor Relations

🕒 Junho 26

🏖️ New Jersey, Massachusetts – Remoto

🏖️ New Jersey – Remote 🍂 Massachusetts – Remote

💵 $85.000 - $110.000 / ano

⏰ Tempo Integral

🟡 Pleno

🟠 Sênior

👻 Score fantasma 18%

O que significa: quão provável esta vaga está aberta sem contratação ativa.Como ler: 60% ou mais significa que achamos que é uma vaga fantasma. Pontuações mais baixas preocupam menos.Como pontuamos: tempo em aberto, republicações, vagas abertas vs tamanho do time, rapidez para fechar vagas, e se o salário está divulgado.Observação: é uma estimativa de dados públicos, não um julgamento da empresa. Vagas reais podem ter pontuação alta, então use como uma dica, não como um fato.

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Saturna Capital

SiteLinkedInTodas as Vagas

51 - 200 funcionários

Fundada em 1989

💸 Finanças

👥 B2C

🤝 B2B

Finance • B2C • B2B

A Saturna Capital é uma empresa de gestão de investimentos que oferece fundos mútuos e ETFs geridos ativamente, corretagem, consultoria de investimentos, serviços de truste e soluções para aposentadoria e empregadores (incluindo serviços 401(k) e HSA). A Saturna enfatiza o investimento ético e sustentável, operando fundos Halal baseados em fé (Amana) e fundos focados em sustentabilidade Saturna, destacando estratégias de investimento de longo prazo, disciplinadas e com baixo endividamento, além de educação para investidores. A empresa atende tanto clientes individuais quanto institucionais/assessores, listando subsidiárias como Saturna Trust Company e Saturna Brokerage Services.

Descrição

• Manage an assigned territory and generate sales to meet established objectives • Identify advisor prospects and establish new relationships across RIA, wirehouse, and independent broker-dealer channels • Cultivate relationships and provide ongoing service to existing Saturna clients • Determine key relationships within the territory and develop plans to increase client AUM • Cross-sell Saturna services, including retirement plans and trust services • Present technical product knowledge in a clear, compelling, and innovative way to advisor audiences • Data-mine and maintain accurate activity records and pipelines using HubSpot • Adhere to company policies and industry rules and regulations related to securities and investment products

🎯 Requisitos

• Bachelor’s degree or an equivalent combination of education and experience • FINRA SIE Exam, Series 7, and Series 66 licenses • Established relationships across Wirehouse, IBD, and RIA channels strongly preferred • Working knowledge of Saturna products and mutual funds • Strong MS Word and Excel Skills; familiarity with Apple computers preferred • Strong portfolio analytic skills and comfort with logic-based discussions • Proven sales background, preferably in mutual funds, separate accounts, or other financial industry products • Thorough understanding of values-based and sustainable investing strategies and products • Willingness and ability to travel extensively, including some weekends (approximately 25–50%) • Excellent written and verbal communication skills • Strong presentation and closing skills • Ability to work independently and manage time and priorities effectively • Strong work ethic and personal values consistent with Saturna’s Core Values • Candidates must be able to successfully complete pre-employment screening requirements such as a logic test, fingerprints, criminal background and credit check

🏖️ Benefícios

• 100% company-paid medical premium for employees • High-deductible plan offers full family coverage at no cost to employee • Health Savings Account with employer contribution • Employee Assistance Program • Regular Wellness activities • Supplemental insurance such as Long-Term Disability, Voluntary Life, Critical Illness • 401k with generous match • Profit sharing and annual performance bonuses • 11 personal and 10 vacation paid days off after first year of service • 10 paid holidays (per NYSE holiday schedule) • Paid Parental and Bereavement leaves • Up to $2,000 per month in childcare/tuition assistance • Adult continuing education and professional development assistance • Home-buyer assistance program