Wealth Advisor

Saturna Capital•San Fransisco, CA

11d•$97,000 - $140,000

About The Position

Saturna Capital is seeking a motivated Wealth Advisor to help establish and grow our presence in the Bay Area of California. This role focuses on serving high-net-worth individuals and families (investable assets of $1 million+), with a special emphasis on the Muslim community and those seeking Islamic financial solutions. The ideal candidate will blend financial planning expertise, sophisticated wealth management strategies, and an understanding of Islamic financial principles. Location: San Fransisco Bay Area Wage range : $97,000 - $140,000

Requirements

Bachelor's degree in Finance , Business, Economics, or related field
At least two years of experience in financial services or a related area
Understanding of, or willingness to learn, Islamic financial principles
Confident, professional interpersonal and communication skills
SIE, Series 7 and Series 65 licenses (or ability to obtain within 180 days of employment)
Ability to engage confidently with high-net-worth individuals
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

Nice To Haves

CFP® designation or near completion
Experience working with affluent clients
Familiarity with the Muslim community
Additional languages (Arabic, Urdu, etc.) is a plus
Experience in private banking or wealth management

Responsibilities

High-Net-Worth Client Development
Source, cultivate and acquire relationships with affluent Muslim professionals, business owners, families and non-profits
Develop centers of influence within the high-net-worth Muslim community
Partner with financial planners to provide comprehensive financial planning, including retirement, estate, tax, and legacy solutions tailored to Islamic financial principles
Educate clients on Sharia-compliant investing, screening processes, and ethical portfolio construction
Focus on clients with $1M+ in investable assets
Partner with client's existing tax, legal, and business advisors for comprehensive planning
Community Engagement & Business Development
Identify and participate in exclusive high-net-worth events and private gatherings
Develop connections with estate planning attorneys serving the Muslim community
Organize private educational seminars for sophisticated investors
Wealth Management Services
Oversee account reviews, performance assessments, and ongoing strategy adjustments to align with both financial and religious objectives
Structure Shariah-compliant portfolios in collaboration with portfolio managers
Guide Islamic estate planning, business succession planning, zakat planning and charitable giving strategies.

Benefits

Medical coverage; High-deductible plan offers full family coverage at no cost to employee. PPO plan is covered 100% for employees/ 50% for dependents
Health Savings Account, Employee Assistance Program, regular Wellness activities
401k with up to a 7.5% match
Profit sharing and annual performance bonuses
Personal and Vacation pay
10 paid holidays (per NYSE holiday schedule)
Paid Parental, Bereavement and Jury Duty leaves
Up to $1,000 per month in childcare/tuition assistance
Adult continuing education and professional development assistance
Home-buyer assistance program
Gym membership reimbursement program