Advisor Relations

F.T. Specialist Inc.; New Jersey; Hybrid; USD 85,000 - 110,000; Full time

Benefits offered by this job

100% company-paid medical premium for

401k with generous match

Profit sharing and annual performance

Paid time off after first year

Job summary

Saturna Capital is seeking an Advisor Relations professional to generate sales of Saturna Capital–affiliated mutual funds, ETFs, and separate accounts to financial advisors in the Northeast region.

You will build new relationships, deepen existing ones, and deliver exceptional service with strong product knowledge across advisor channels. The role requires a bachelor’s degree, FINRA licenses, travel 25–50%, and excellent communication and closing skills.

Qualifications

• Bachelor’s degree or equivalent combination of education and experience.
• FINRA SIE Exam, Series 7, and Series 66 licenses
• Established relationships across Wirehouse, IBD, and RIA channels preferred
• MS Word and Excel proficiency; Apple familiarity
• Proven sales background in mutual funds or related products
• Understanding of values-based and sustainable investing strategies
• Ability and willingness to travel 25–50% (some weekends)
• Excellent written and verbal communication skills
• Strong presentation and closing skills
• Ability to work independently and manage time effectively
• Saturna product knowledge and mutual funds familiarity

Responsibilities

• Manage an assigned territory and generate sales to meet objectives.
• Identify advisor prospects and establish new relationships across RIA, wirehouse, and IBD channels.
• Cultivate relationships and provide ongoing service to 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 clearly to advisor audiences.
• Data-mine and maintain activity records and pipelines using HubSpot.
• Adhere to industry rules and Saturna policies regarding securities and investment products.

Skills

Sales experience

Relationship building

Licenses: SIE, Series 7, Series 66

MS Word & Excel

Communication skills

Presentation skills

Travel willingness

Financial industry knowledge

Independent work

Education

Bachelor’s degree

Tools

HubSpot

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Advisor Relations

New Jersey, New Jersey, NJ, US

Salary Range: $85,000.00 To $110,000.00 Annually

Saturna Capital is a values-based asset manager specializing in mutual funds, ETFs, and separate accounts with a focus on sustainable and socially responsible investing. We partner with financial advisors and institutions to help investors pursue long-term, principled growth. The Advisor Relations role is responsible for generating sales of Saturna Capital–affiliated mutual funds, ETFs, and separate accounts to financial advisors, with a particular focus on RIAs in the Northeast region. This position builds new relationships, deepens existing ones, and drives asset growth by delivering exceptional service and technical product expertise.

Expected Starting salary range: $85,000 – 110,000 annual base wage

Full range (with tenure): $85,000 – 145,000 annual base wage

Primary duties include:

• 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.

Required Education and Experience:

• 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.

Our Employee Benefits package includes:

• 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
• 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

Saturna Capital Corporation, established in 1989 in Bellingham, Washington, USA, is an independent, employee-owned investment advisor based in Bellingham, Washington, managing approximately $9 billion in assets for clients under management, providing investment advisory services to mutual funds, institutions, businesses, individuals, and endowments. Saturna Capital is adviser to the Amana Mutual Funds Trust, the oldest and largest family of funds in the US that follow principles of Islamic finance. Saturna Capital is also adviser to the US-based Saturna Funds.

We are an Equal Opportunity Employer and a Drug-free Workplace.

We provide equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.