Associate Financial Advisor Portfolio Strategy
Job in
Colorado Springs, El Paso County, Colorado, 80509, USA
Listed on 2026-08-28
Listing for:
D.A. Davidson Companies
Full Time
position Listed on 2026-08-28
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 bolster the Financial Professional's team through proactive client engagement, portfolio analysis, and targeted business development within an existing book of business.
The role requires independent client needs assessment, re-profiling relationships, and delivering tailored investment recommendations aligned with goals and risk profiles, while maintaining compliance and service excellence.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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