Associate Financial Planner

Job DescriptionJob Description

Saturna Capital is seeking a professional, responsible, and reliable Associate Financial Planner to support our Investment Advisory Services department. This individual will deliver superior customer service to both clients and prospects, thriving in a fast-paced environment with diverse responsibilities across the Client Services team and the broader organization

Location: Bellingham, WA

Wage Range: $75,748.84 - $108,212.63

Primary duties include:

• Perform moderately complex administrative and operational tasks within the Brokerage Client Support area.
• Handle telephone inquiries and requests for report research and account issues.
• Establish and maintain files for regulatory requirements.
• Meet departmental goals related to financial plans and new Assets Under Management (AUM), including management of a book of business.
• Create and maintain reports, databases, and records to grow client and prospect relationships.
• Educate clients and prospects on account services and financial planning capabilities.
• Research and resolve complex operational or administrative issues.
• Facilitate accurate and timely account setup, money movement, and investment trades.
• Perform other duties as assigned

Required Education and Experience:

• Bachelor’s degree in a related field required; Master’s or MBA .
• CFP Charter Holder.
• 2-5 years of experience in financial planning or related roles.
• Strong customer service and prior sales experience.
• Excellent attention to detail.
• Exceptional verbal communication, active listening, and interpersonal skills.
• Proficiency in Microsoft Word and Excel; experience with Apple products is a plus.
• Ability to obtain FINRA SIE, Series 7, and Series 66 licenses within the first nine months of employment.
• Knowledge of financial products and personal finance.
• Candidates must be able to successfully complete pre-employment screening requirements such as a logic test, fingerprints, criminal background and credit check, drug screening and reference 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 , Voluntary Life, Critical Illness
• 401k with generous match

• Profit sharing and annual performance bonuses
• 11 personal and 10 vacation paid days off
• 10 paid holidays (per NYSE holiday schedule)
• Paid Parental and Bereavement leaves
• Up to $1,000 per month in childcare/tuition assistance
• Adult continuing education and professional development assistance
• Free YMCA gym membership
• Home-buyer assistance program
• WTA bus pass

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 , , , , , , status, genetics, protected veteran status, , or expression, or any other characteristic protected by federal, state, or local laws. We Use E-Verify

CA , please see our privacy notice here: https://www.saturna.com/privacy-center