Financial Services Representative

D.A. Davidson(1 month ago)

Seattle, WAOnsiteFull TimeMedior$52,000 - $60,000Wealth Management

About this role

The Financial Services Representative supports D.A. Davidson’s Practice Management initiative by managing and servicing lower-revenue client relationships referred by Financial Advisors. The role focuses on assessing client profiles, implementing appropriate investment strategies, and maintaining diversified, efficient portfolios. It also involves ongoing client service using a leveraged one-to-many model while coordinating with Financial Advisors for clients who grow beyond the program’s scope.

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Required Skills

Client Service
Practice Management
Financial Analysis
Portfolio Management
Risk Assessment
Investment Selection
Client Onboarding
Data Analysis
Microsoft Excel
Microsoft Word

+10 more

Qualifications

Bachelor’s Degree
FINRA Series 7
FINRA Series 66

About D.A. Davidson

dadavidson.com

D.A. Davidson is a U.S.-based financial services firm that provides wealth management, brokerage, investment banking, capital markets, and trust services to individuals, families, businesses, and municipalities. The firm offers personalized financial planning, portfolio management, equity and fixed‑income trading, and middle‑market advisory and underwriting services. Known for a client‑focused, regional‑to‑national footprint and an employee‑owned culture, D.A. Davidson emphasizes long‑term relationships, independent research, and tailored capital solutions.

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