Investment Solutions Consultant - Educate Advisors

Remote; San Francisco (CA); Presencial; USD 89.000 - 122.000; Tempo integral

Benefícios oferecidos por esta vaga

Medical, Dental and Vision

401(k) and ESOP

Paid holidays

Sick, vacation, and parental leave

Professional development

Tuition reimbursement

Discounted insurance (home/auto)

Charitable gift matching

Community giving

Resumo da vaga

D.A. Davidson Companies is an independent, employee‑owned firm with a long history of integrity and service. We seek an Investment Solutions Consultant to support Financial Professionals, asset managers, and internal partners with mutual funds, ETFs, and related investment solutions.

You will manage relationships, lead educational events, and guide onboarding and implementation, while ensuring compliance and proactive client service. Competitive base pay and comprehensive benefits are offered.

Qualificações

• BS degree or degree in business, finance, risk mgmt or related field
• Series 7 and 66 or ability to obtain within 6 months
• Investment product experience, especially mutual funds and/or ETFs, a plus
• Strong relationship building with Financial Professionals via proactive, timely service
• Attention to detail and commitment to accuracy and regulatory compliance
• Excellent written and verbal communication, strong project management and collaboration

Responsabilidades

• Partner with Financial Professionals to educate and support on investment solutions.
• Manage asset manager relationships, coordinating sponsorships, events, and webinars.
• Serve as SME on product availability, platform eligibility, fund share class selection, due diligence and implementation.
• Support onboarding and transitions by analyzing books of business and enabling access to solutions.
• Lead cross-functional projects from concept to completion with plans and timelines.
• Plan and execute partner events, conferences, and sponsorships including budgets and vendors.
• Maintain Investment Solutions presence on BisonExchange with timely content.

Conhecimentos

Investment products experience

Relationship building

Attention to detail

Communication

Project management

Cross-team collaboration

Formação

BS degree in business administration/finance/risk management

Series 7 and 66

Descrição da vaga

D.A. Davidson Companies is an independent, employee‑owned firm with a long history of integrity and service. We seek an Investment Solutions Consultant to support Financial Professionals, asset managers, and internal partners with mutual funds, ETFs, and related investment solutions.

You will manage relationships, lead educational events, and guide onboarding and implementation, while ensuring compliance and proactive client service. Competitive base pay and comprehensive benefits are offered.