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D.A. Davidson Equity Capital Markets · 4 months ago

2026 Apprentice Financial Advisor Program

Seattle, WA

Full-time

Onsite

New Grad, Entry Level

$22/hr - $22/hr

1+ years exp

D.A. Davidson is an independent, employee-owned company with over 80 years of history, focused on integrity and outstanding client service. They are seeking individuals for their Apprentice Financial Advisor Program, which is a three-year training initiative designed to prepare the next generation of Financial Advisors through hands-on experience and mentorship.

Banking

Growth Opportunities

Responsibilities

Learn wealth planning techniques and strategies, delve into the complexities of financial and estate planning, and become a specialist on the firm’s financial planning software, MoneyGuidePro®

Serve as a subject matter expert to Financial Advisors throughout the firm as a vital member of the Planning Resource Center, and more broadly, the Wealth Planning Department

Create Davidson-branded collateral on complex financial planning topics, as well as participate in discovery and plan creation alongside the Wealth Planning Group and Davidson Private Wealth

Serve as a key and valuable member of the Financial Services Representative (FSR) Team, honing your skills by directly advising and guiding clients through investment strategies and proposals, and identifying opportunities to help clients achieve their financial goals

Participate in intensive training programs in Great Falls, MT, and Seattle with other Trainee Financial Advisors and Apprentices to learn the skills and techniques required for meaningful client interaction, portfolio construction, investment implementation, and practice management

Engage with Senior Financial Advisors around the firm to learn about the various aspects and nuances of managing a practice as a Financial Advisor

Begin discussions with leaders in the firm to determine where you might start a practice on your own or fit into a growing practice

Move to an existing D.A. Davidson branch for hands-on experience serving in a variety of roles and responsibilities

Qualification

FINRA SIESeries 7Series 66Insurance LicensesFinancial PlanningMoneyGuideProCommunication SkillsInterpersonal SkillsTeam-oriented

Required

Desiring a career path that eventually leads to the prospect of uncapped compensation

Seeking comprehensive Financial Advisor training

Eager to leverage your passion for helping others with your curiosity in the financial services industry

Team-oriented with excellent communication and interpersonal skills

Open to relocation opportunities

A college graduate within the last three years with either a bachelor's or master's degree OR a business professional with 1-3 years of financial services or transferable experience