Advisor Relations

🕒 June 26

🏖️ New Jersey, Massachusetts – Remote

🏖️ New Jersey – Remote 🍂 Massachusetts – Remote

💵 $85k - $110k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

✨ Advisor

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Saturna Capital

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 1989

💸 Finance

👥 B2C

🤝 B2B

Finance • B2C • B2B

Saturna Capital is an investment management firm that offers actively managed mutual funds and ETFs, brokerage, investment advisory, trust services, and retirement and employer solutions (including 401(k) and HSA services). Saturna emphasizes ethical and sustainable investing, operating faith-based (Amana) Halal funds and sustainability-focused Saturna funds, and highlights long-term, disciplined, low-debt investment strategies and investor education. The firm serves both individual and institutional/advisor clients and lists subsidiaries including Saturna Trust Company and Saturna Brokerage Services.

📋 Description

• 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

🎯 Requirements

• 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

🏖️ Benefits

• 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