Investment Solutions Consultant — Growth & Partner Education

D.A. Davidson Companies; Nashville (TN); On-site; USD 89,000 - 122,000; Full time

Benefits offered by this job

Medical, Dental and Vision

Company 401(k)and ESOP contribution

Generous sick, vacation, and maternity

Paid holidays

Professional Development Opportunities

Tuition Reimbursement ($15,000)

Discounted personal insurance

Charitable gift-matching program

Davidson Day of Giving

Job summary

D.A. Davidson Companies is an independent, employee-owned firm with a long history that seeks an Investment Solutions Consultant in Nashville.

You’ll partner with Financial Professionals to educate and support investment solutions across mutual funds, ETFs, and related vehicles. The role emphasizes relationship-building, education, and cross-functional collaboration, with a base pay range of $89,000–$122,000 annually and competitive benefits.

Qualifications

• BS degree in business administration, finance, risk management, or a related field.
• Series 7 and 66, or ability to obtain within 6 months.
• Investment product experience, especially mutual funds and/or ETFs, a plus.
• Builds strong relationships with Financial Professionals through proactive, timely service and consistent follow-through.
• Exceptional attention to detail and commitment to accuracy, quality, and regulatory compliance.
• Excellent written and verbal communication, strong project management, and cross-team collaboration skills.

Responsibilities

• Partner with Financial Professionals to provide education, guidance, and support on investment solutions.
• Manage strategic asset manager relationships, coordinating business development, sponsorships, educational events, and webinars.
• Serve as the subject matter expert on product availability, platform eligibility, mutual fund share class selection, due diligence, and implementation.
• Support Financial Professional onboarding and transitions by analyzing incoming books of business, identifying conversion opportunities, and facilitating access to approved solutions.
• Lead cross-functional projects from concept to completion: building plans and timelines, coordinating stakeholders, and driving results.
• Plan and execute partner events, conferences, and sponsorships, including agendas, budgets, vendors, logistics, speakers, and attendee communications.
• Keep the Investment Solutions presence on the BisonExchange current and engaging with timely content and resources.

Skills

BS degree in business administration,

Series 7 and 66

Investment product experience

Relationship building

Attention to detail

Written and verbal communication

Education

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

Job description

D.A. Davidson Companies is an independent, employee-owned firm with a long history that seeks an Investment Solutions Consultant in Nashville.

You’ll partner with Financial Professionals to educate and support investment solutions across mutual funds, ETFs, and related vehicles. The role emphasizes relationship-building, education, and cross-functional collaboration, with a base pay range of $89,000–$122,000 annually and competitive benefits.