D.A. Davidson Companies

1001-5000
13 jobs posted

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D.A. Davidson Companies

Associate Financial Advisor

Added

1 hour ago

Location

🇺🇸 Colorado Springs

Type

Full time

Salary

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Related skills

microsoft office portfolio analysis series 7 series 66 series 63/65

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📋 Description

Support growth of the Financial Professional’s team
Engage clients with tailored investment recommendations
Analyze portfolios to align with goals and risk
Assist with onboarding and client reviews
Open accounts and gather assets for growth
Maintain regulatory compliance and process paperwork

🎯 Requirements

Bachelor’s in finance/accounting/economics or equivalent
FINRA: Series 7 and 63/65 or 66
Strong investment product knowledge and portfolio analysis
Analytical, tech-savvy with MS Office
Excellent interpersonal and relationship skills
Organized, deadline-driven, compliant

🎁 Benefits

Base pay $65,000 – $80,000 per year
Eligible for bonus programs
Variable compensation may apply

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