Paid 3-Year Apprentice Financial Advisor

D.A. Davidson; Seattle (WA); On-site; USD 63,000 - 77,000; Full time

Job summary

D.A. Davidson Companies seeks candidates for its Apprentice Financial Advisor Program in Seattle, WA. This paid three-year developmental path trains graduates or professionals to become wealth advisors, with licensing in FINRA SIE, Series 7/66 and insurance.

Over three years, apprentices gain hands-on experience, coaching, and mentorship from Senior Advisors while preparing to start their own practice or join an established team.

Qualifications

• Bachelor’s or Master’s degree or related business experience within last 3 years.
• Strong communication and interpersonal skills.
• Willingness to relocate and pursue a career in wealth management.
• Able to obtain FINRA SIE, Series 7, Series 66 and Insurance Licenses

Responsibilities

• Learn core wealth management competencies and financial planning techniques.
• Study for and pass FINRA SIE, Series 7, 66 and Washington State insurance licensing exams.
• Spend Years 1–2 at Seattle corporate office building skills and supporting Advisors.
• In Year 2, advise clients on investment strategies and proposals to help meet financial goals.

Skills

Communication skills

Interpersonal skills

Relocation openness

Education

Bachelor’s or Master’s degree

Business professional with 1-3 years in financial services or transferable experience

Tools

MoneyGuidePro

Job description

D.A. Davidson Companies seeks candidates for its Apprentice Financial Advisor Program in Seattle, WA. This paid three-year developmental path trains graduates or professionals to become wealth advisors, with licensing in FINRA SIE, Series 7/66 and insurance.

Over three years, apprentices gain hands-on experience, coaching, and mentorship from Senior Advisors while preparing to start their own practice or join an established team.