Paid 3-Year Apprentice Financial Advisor Program

Dadavidson; Seattle (WA); On-site; USD 60,000 - 85,000; Full time

Job summary

D.A. Davidson Companies in Seattle invites ambitious graduates to join its Apprentice Financial Advisor Program, a paid three-year development track that builds core wealth management skills, industry licensing like FINRA SIE, Series 7 and 66, and insurance credentials, while pairing you with mentors and established advisors.

Over three years you will train in Seattle, Great Falls, MT, and branch locations, gaining client-facing experience, studying planning software MoneyGuidePro, and exploring

Qualifications

• College graduate within last 3 years with a bachelor’s or master’s degree OR a professional with 1–3 years of financial services or transferable experience.
• Open to relocation opportunities.
• Strong communication and teamwork skills are important for collaboration with advisors and clients.

Responsibilities

• Participate in immersive training across locations, including Seattle, MT and branch sites.
• Study for FINRA SIE, Series 7 and 66 licensing exams and state insurance license.
• Support Financial Advisors with planning, client service and practice development.

Skills

Communication

Teamwork

Relocation available

Education

Bachelor's degree

Master's degree (optional)

Tools

MoneyGuidePro

Job description

D.A. Davidson Companies in Seattle invites ambitious graduates to join its Apprentice Financial Advisor Program, a paid three-year development track that builds core wealth management skills, industry licensing like FINRA SIE, Series 7 and 66, and insurance credentials, while pairing you with mentors and established advisors.

Over three years you will train in Seattle, Great Falls, MT, and branch locations, gaining client-facing experience, studying planning software MoneyGuidePro, and exploring