
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.
🕒 Agosto 22
🤠 Texas – Remoto
💵 $75.000 - $95.000 / ano
⏰ Tempo Integral
🟡 Pleno
🟠 Sênior
👔 Gerente
👻 Score fantasma 0%
🗣️🇺🇸🇬🇧 Inglês obrigatório
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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.
• Support the Sales team in the Dallas-Fort Worth Metro Area • Generate sales of Saturna Capital-affiliated mutual funds by marketing to the American Muslim Community • Provide financial planning • Offer separate accounts • Manage territory and generate sales to meet objectives • Determine key relationships and develop a plan to increase client AUM • Cross-sell Saturna services including retirement plans and trust services • Attend multiple weekend conferences throughout the year • Present technical product knowledge in an innovative way • Leverage CRM insights through HubSpot • Follow company policies regarding industry rules and regulations for securities and investment products
• Sales background required in mutual funds, separate accounts, or other financial industry products • Thorough understanding of values-based and sustainable investing strategies and products • FINRA SIE Exam, Series 7 and 66 licenses; existing holder of licenses or pass within six months of employment • Must be available for extensive travel and weekend work • Excellent written and verbal communication skills • Excellent presentation skills and closing skills • Bachelor's degree in finance or other related field • Working knowledge of or ability to speak Arabic and/or Urdu
• 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 • Remote position • Travel required
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