HHiring Reality
← Dadavidson

Associate Financial Advisor

Dadavidson
Location
Colorado Springs, CO
Posted
1 month ago
Department
Wealth Management
What they actually want (must-haves)
  • Bachelor's degree in finance, accounting, economics, or equivalent experience
  • Required FINRA licenses: Series 7 and Series 63/65 or Series 66
  • Strong knowledge of investment products, portfolio analysis, and the securities industry
  • Demonstrated ability to exercise independent judgment in analyzing client portfolios
  • Strong analytical, quantitative, and technology skills, including proficiency with Microsoft Office applications
  • Proven interpersonal and communication skills
Nice to have
  • Advanced credentials (MBA, CFP, CFA) preferred
What the job really is

The Associate Financial Advisor at D.A. Davidson Companies plays a crucial role in supporting the Financial Professional's team by engaging with clients, analyzing portfolios, and driving business development. Daily responsibilities include assessing client needs, recommending investment strategies, managing client relationships, and ensuring compliance with regulatory standards. This position requires strong analytical skills and the ability to work independently while contributing to team goals.

Benefits
  • Base pay hiring range of $65,000 – 80,000 annually
  • Eligibility for bonus compensation
  • Participation in applicable D.A. Davidson variable compensation programs
Things to weigh
  • No specific mention of remote work options
  • Potential for high-pressure environment due to deadline-driven tasks
  • Compensation is determined on a case-by-case basis, which may lead to variability in offers
Job score3/5
Benefits2/5
Freshness4/5
Career value4/5
Role clarity5/5
Pay transparency0/5

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