Financial Services Representative

D.A. Davidson(1 month ago)

HybridFull TimeMedior$41,920 - $52,400Wealth Management

About this role

The Financial Services Representative (FSR) supports D.A. Davidson’s Practice Management initiative by managing lower-revenue client relationships so Financial Advisors can focus on their highest-revenue clients. The role includes onboarding referred clients into the FSR program, reassessing their needs and implementing appropriate investment solutions, and maintaining diversified, efficient portfolios. The FSR provides ongoing service using a leveraged one-to-many model and works closely with Financial Advisors across the firm. Clients who significantly increase assets may be reassigned back to the originating advisor or team.

View Original Listing

Required Skills

Client Referral Management
Investment Analysis
Portfolio Diversification
Risk Assessment
Client Relationship Management
Practice Management
Data Analysis
Microsoft Access
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.