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Associate Financial Advisor: Client Growth & Portfolios
Job in
Colorado Springs, El Paso County, Colorado, 80509, USA
Listed on 2026-08-22
Listing for:
D.A. Davidson’s Special District Group
Full Time
position Listed on 2026-08-22
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
D.A. Davidson Companies in Colorado Springs seeks an Associate Financial Advisor to support the Financial Professional’s team by engaging clients, analyzing portfolios, and driving practice growth within the existing book of business.
You will assess client needs, reprofile relationships, and deliver tailored investment recommendations in line with goals and risk profiles, while maintaining compliance and high-quality advisory support.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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