Associate Financial Advisor — Client & Portfolio Strategy
Job in
Colorado Springs, El Paso County, Colorado, 80509, USA
Listed on 2026-08-25
Listing for:
Socket.dev
Full Time
position Listed on 2026-08-25
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Portfolio & Asset Management, Wealth Management
Job Description & How to Apply Below
D.A. Davidson Companies in Colorado Springs is seeking an Associate Financial Advisor to support the Financial Professional's team by engaging clients, analyzing portfolios, and expanding the practice within the existing book of business.
You will assess client objectives, reprofile relationships, open accounts, and deliver tailored investment recommendations while maintaining compliance. A bachelor’s degree and FINRA licenses are required; the base pay ranges from $65,000 to $80,000 plus bonus.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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