At D.A. Davidson Companies, we identify and evaluate market trends, investment ideas and business opportunities, and turn them into actionable insights and strategies. Founded in 1935 as a small brokerage firm, D.A. Davidson has grown into a diversified financial services company comprised of seven distinct business units across the U.S. Through the years, our most important service has remained consistent: a personalized approach that reflects the individuality of each of our clients. As part of an employee-owned company, each of our associates has a unique perspective of success. We believe in doing what is right for our clients and are empowered to deliver high-impact solutions. We are with our clients every step of the way—leveraging our nationally-recognized research, capital markets and investment banking expertise, and a robust network of financial advisors. Clients not only benefit from our expansive platform of solutions and services, but also from strong values rooted in tradition and a deep sense of responsibility to our communities.

Financial Services Representative

Financial Planning and AnalysisFinancial Planning and AnalysisFull TimeRemoteTeam 1,001-5,000Since 1935H1B No SponsorCompany Site LinkedIn

Location

United States

Posted

84 days ago

Salary

$20 - $26 / hour

Bachelor Degree2 yrs expEnglish

Job Description

• This position is an integral part of the firm’s commitment to Practice Management. • A Financial Services Representative (FSR) helps Financial Advisors increase revenue by providing a disciplined process for the referral and on-going service of lower-revenue clients. • Responsible for bringing clients into the FSR program via the referral process. • Re-fact new FSR clients to determine appropriate investment implementation. • Change client investments to provide a properly diversified and efficient portfolio. • Provide on-going service using a leveraged one-to-many model. • Encourage clients who are not a fit for the business model to move away from D.A. Davidson. • Offer reassignment to the Financial Advisor/team for those that bring in substantial additional assets.

Job Requirements

Bachelor’s degree required, preferably in business or a related field.
2 years of industry experience working with private clients and/or Financial Advisors is preferable.
FINRA Series 7 and 66.
Excellent written and verbal communication skills.
Motivated, positive attitude.
Able to work well with a variety of personalities.
Ability to work efficiently and effectively while balancing multiple demands and competing priorities.
Able to work independently and be a self-starter. Exceptional organizational skills are a must.
Ability to organize, analyze, and process large amounts of client account data from multiple sources.
Demonstrated proficiency in Microsoft Access, Excel and Word software.
Must have a strong interest in Practice Management and client service, and a desire to grow professionally within the firm.

Benefits

Medical, Dental and Vision
Company 401(k)and ESOP contribution
Generous sick, vacation, and maternity/parental leave
Paid holidays
Professional Development Opportunities
Tuition Reimbursement ($15,000 lifetime cap)
Discounted personal insurance including home, auto and recreational vehicles
Charitable gift-matching program
Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work.