D.A. Davidson Companies

Financial Services Representative

D.A. Davidson Companies

full-time

Posted on:

Location Type: Remote

Location: Remote • 🇺🇸 United States

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Salary

💰 $21 - $26 per hour

Job Level

JuniorMid-Level

About the role

  • 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.

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.

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
investment implementationportfolio diversificationclient account data analysis
Soft skills
written communicationverbal communicationmotivatedpositive attitudeinterpersonal skillsorganizational skillsself-starterability to balance multiple demands
Certifications
FINRA Series 7FINRA Series 66