D.A. Davidson Equity Capital Markets · 1 month ago
Financial Services Representative
United States
Full-time
Remote
Entry, Mid Level
$20.96/hr - $26.20/hr
2+ years expD.A. Davidson Companies is an independent, employee-owned firm with over 80 years of history focused on integrity and client service. The Financial Services Representative (FSR) plays a crucial role in helping Financial Advisors enhance revenue by managing lower-revenue clients, ensuring they receive appropriate investment services while allowing advisors to concentrate on higher-revenue clients.
Banking
Responsibilities
Proactively assist Financial Advisors in the referral process
Understand client’s investment objectives, tolerance for risk, and financial situation
Select investment vehicles (within the approved list of FSR solutions) based on sound research and the clients’ investment objectives
Develop and maintain effective client relationships
Keep informed of all pertinent information and activity related to client’s accounts and transactions
Achieve and maintain a solid understanding of all FSR investment products
Implement a system to educate other Financial Advisors/teams/branches within the D.A. Davidson Wealth Management group about the FSR program and its value in their practices
Qualification
Required
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.
Company
D.A. Davidson Equity Capital Markets
D.A.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2021-06-14Acquired
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