D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning more than 80 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.
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.
Qualifications:
•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.
Duties:
•Determine appropriate market-based sourcing strategies; proactively research and assess new sourcing methodologies to meet recruitment goals.
•Identify, source and refer qualified Financial Advisor candidates focusing on candidate quality and diversity.
•Manage Advisor recruiting pipeline including fostering, maintaining and growing candidate relationships and maintaining accurate and timely candidate data status and results.
•Evaluate recruits’ contracts, business, and practices to ensure portability of assets and compliance with company hiring standards.
•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 foals, including cold calls.
What we offer:
Competitive salary plus excellent benefits and perks including, but not limited to:
•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.
D.A. Davidson has been in business for over 89 years! As an employee-owned company, our success is driven by our high standards of business ethics, integrity and the belief that our Associates are our most important assets. We hope you will consider joining us!
The potential hiring range for this role is $80,000 - $100,000 annually plus commissions. The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate. This role is eligible to participate in applicable D.A. Davidson variable compensation programs.
At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees.
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
Please answer all questions carefully: incomplete or inaccurate answers may impact your potential employment. By clicking Submit Application, you declare that all statements in this application are truthful to the best of your knowledge. California applicants please see D.A. Davidson's California Resident Privacy Policy.
What We Do
At D.A. Davidson Companies, we identify and evaluate market trends, investment ideas and business opportunities, and turn them into actionable insights and strategies. Founded in 1935 as a small brokerage firm, D.A. Davidson has grown into a diversified financial services company comprised of seven distinct business units across the U.S.
Through the years, our most important service has remained consistent: a personalized approach that reflects the individuality of each of our clients. As part of an employee-owned company, each of our associates has a unique perspective of success. We believe in doing what is right for our clients and are empowered to deliver high-impact solutions.
We are with our clients every step of the way—leveraging our nationally-recognized research, capital markets and investment banking expertise, and a robust network of financial advisors. Clients not only benefit from our expansive platform of solutions and services, but also from strong values rooted in tradition and a deep sense of responsibility to our communities.
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