D. A. Davidson Companies is a comprehensive financial services company that offers a wide array of services to individual investors, corporations, and institutions. With a history of 88 years, they provide wealth management, equity capital markets, investment banking, and trust services. D. A. Davidson is committed to guiding clients through life's key financial moments with services like retirement planning, estate planning, education planning, and more. Additionally, they are involved in public finance, offering expertise in municipal advisory services, tribal financing, and fixed income capital markets. Renowned for their professional money management and advisory solutions, D. A. Davidson emphasizes personalized client service and strategic investment advice. Their investment advisors use a research-based approach to ensure client portfolios align with their financial goals. The firm's dedicated team is also involved in community empowerment initiatives nationwide, leveraging their extensive knowledge in various sectors to benefit the communities they serve.
Wealth management • financial planning • equity & fixed income capital markets • investment banking • award-winning research
January 28
🦬 Montana – Remote
💵 $80k - $100k / year
⏰ Full Time
🟡 Mid-level
🟠 Senior
💸 Financial Planning and Analysis
D. A. Davidson Companies is a comprehensive financial services company that offers a wide array of services to individual investors, corporations, and institutions. With a history of 88 years, they provide wealth management, equity capital markets, investment banking, and trust services. D. A. Davidson is committed to guiding clients through life's key financial moments with services like retirement planning, estate planning, education planning, and more. Additionally, they are involved in public finance, offering expertise in municipal advisory services, tribal financing, and fixed income capital markets. Renowned for their professional money management and advisory solutions, D. A. Davidson emphasizes personalized client service and strategic investment advice. Their investment advisors use a research-based approach to ensure client portfolios align with their financial goals. The firm's dedicated team is also involved in community empowerment initiatives nationwide, leveraging their extensive knowledge in various sectors to benefit the communities they serve.
Wealth management • financial planning • equity & fixed income capital markets • investment banking • award-winning research
•D.A. Davidson is seeking a tenacious and results-driven Financial Advisor Recruiter to identify and sourcing a diverse talent base of qualified, successful and ethical Financial Advisors interested in establishing a prosperous career at D.A. Davidson. •In this role, you will foster relationships with potential candidates through networking, social media, industry events and cold calls. •You will work closely with Regional Directors and Branch Managers to understand local market landscapes in order to establish fruitful sourcing and recruiting best practices. •Determine appropriate market-based sourcing strategies; proactively research and assess new sourcing methodologies to meet recruitment goals. •Manage Advisor recruiting pipeline including fostering, maintaining and growing candidate relationships and maintaining accurate and timely candidate data status and results. •Maintain current industry competitive intelligence as well as industry benchmarking and analysis. •Proactively develop and nurture affiliations with Financial Advisor professional organizations. •Meet weekly, monthly and quarterly outbound recruiting contact goals, including cold calls.
•Bachelor’s Degree and a minimum of 5 years of relevant professional experience. •Successful track record recruiting qualified candidates within the Financial Services Industry. •Thorough knowledge of wealth management products and operations. •Exceptional interpersonal skills with the ability to quickly and authentically build trust with candidates. •Outstanding relationship management, negotiation, and influencer skills in both verbal and written forms. •Advanced knowledge of the internet and the use of sourcing technology including LinkedIn and other social media platforms. •Solid technology skills including Microsoft Word, Excel and Outlook.
•Company 401(k)and ESOP contribution •Generous sick, vacation, and maternity/parental leave •Paid holidays •Professional Development Opportunities •Discounted personal insurance including home, auto and recreational vehicles •Charitable gift-matching program •Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work.
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