Senior Wealth Advisor

2 weeks ago

Bellingham, WA, United States Saturna Capital Full time

Saturna Capital is seeking a seasoned Senior Wealth Advisor to support the Investment Advisory Services department and deliver excellent service to clients and prospects. This position requires professionalism, reliability, and the ability to thrive in a fast-paced environment. The Senior Wealth Advisor will undertake a diverse set of responsibilities within both the Client Services team and the broader organization, impacting everything from client support to operational excellence

Location: Bellingham, WA

Wage Range: $97,000-$140,000

Primary duties include:

  • Solicit new clients and build trusting relationships by understanding their financial goals and life needs.
  • Develop, implement, and update holistic financial plans integrating investments, cash flow, taxes, insurance, estate, and retirement planning.
  • Present actionable recommendations to clients through structured presentations and ongoing reviews
  • Collaborate with CPAs, estate attorneys, investment managers, and product teams to deliver seamless advice and solutions
  • Monitor regulatory, market, and life changes to proactively adjust planning strategies.
  • Handle moderately complex administrative and operational tasks within Brokerage and IAS support, including calls and account research.
  • Establish and maintain files to meet the firms' regulatory requirements
  • Meet departmental goals related to financial plans and new AUM, managing a dedicated book of business
  • Produce and maintain client/prospect reports, databases, and records
  • Educate clients/prospects on account services and capabilities
  • Research and resolve complex operational or administrative issues as they arise
  • Facilitate accurate and timely account set up, money movement, and investment trades
  • Some travel to conferences and events may be required


Required Education and Experience:
  • Bachelor's Degree required, Master's or MBA preferred
  • CFP Charter Holder
  • 5-10 years' experience in sales and financial planning, with a strong customer service background.
  • Experience working with affluent clients
  • Experience in private banking
  • Advanced proficiency with Microsoft Word and Excel; Apple product experience a plus
  • FINRA registrations (SIE, Series 7 and 66), or ability to obtain within 9 months of employment
  • 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 Disability, 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 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. We Use E-Verify

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

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