Investment Solutions Advisor for Financial Professionals

D.A. Davidson; United States; Remote; USD 89,000 - 122,000; Full time

Benefits offered by this job

Health benefits

401(k) + ESOP

Paid leave

Paid holidays

Professional development

Tuition reimbursement

Insurance discounts

Gift-matching

Community giving

Job summary

D.A. Davidson Companies seeks an Investment Solutions Consultant to support Financial Professionals with education and guidance on investment products, including mutual funds, ETFs, and other vehicles. You will manage asset manager relationships, coordinate events, and ensure seamless client onboarding and transitions.

You will serve as a subject matter expert on product availability, due diligence, and implementation, while collaborating across teams to drive growth and regulatory compliance.

Qualifications

• Excellent written and verbal communication skills.
• Strong project management and cross-team collaboration.
• Building relationships with Financial Professionals through proactive, timely service.
• Attention to detail and commitment to accuracy, quality, and regulatory compliance.
• Experience with investment products like mutual funds/ETFs is a plus.

Responsibilities

• Educate and support Financial Professionals on investment solutions.
• Manage relationships with asset managers and coordinate events/webinars.
• Serve as SME on product availability, platform eligibility, and fund selections.
• Assist onboarding and transitions by analyzing books of business.
• Lead cross-functional projects from concept to completion with timelines.
• Plan and execute partner events, conferences, and sponsorships.
• Keep Investment Solutions content current on BisonExchange.

Skills

Excellent written and verbal com munic

Strong project management

Cross-team collaboration

Relationship building with Financial

Attention to detail and compliance

Education

BS degree in business administration, finance, risk management, or a related field

Job description

D.A. Davidson Companies seeks an Investment Solutions Consultant to support Financial Professionals with education and guidance on investment products, including mutual funds, ETFs, and other vehicles. You will manage asset manager relationships, coordinate events, and ensure seamless client onboarding and transitions.

You will serve as a subject matter expert on product availability, due diligence, and implementation, while collaborating across teams to drive growth and regulatory compliance.