Associate Financial Advisor: Client & Portfolios
Job in
Colorado Springs, El Paso County, Colorado, 80509, USA
Listed on 2026-08-26
Listing for:
Dadavidson
Full Time
position Listed on 2026-08-26
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
D.A. Davidson Companies is seeking an Associate Financial Advisor to join the Financial Professional's team in Colorado Springs.
You will support practice growth through proactive client engagement, portfolio analysis, and tailored investment recommendations aligned with clients' goals and risk profiles. The role requires independence in assessing client needs, reprofiling relationships, and delivering high-quality advisory support while maintaining compliance.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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