Apprentice Financial Advisor Program -Job Tracking ID: 85444-268358 -Job Location: Various, WA Seattle, WA; Spokane, WA -Job Level: Any -Level of Education: Any -Job Type: Full-Time/Regular -Date Updated: 06/28/2018 -Years of Experience: Any -Starting Date: ASAP -Job Description At D.A. Davidson Companies, we believe in the strength of advice. The D.A. Davidson Apprentice Financial Advisor Program is our investment in the next generation of outstanding Financial Advisors. The program is a 3-year immersion and educational experience. As part of the program, you will earn the FINRA required Series SIE, 7, 66 and insurance licenses, as well as the highly-revered industry credential of Certified Financial PlannerTM. Our Apprentices receive ongoing coaching and mentorship, and have the opportunity to engage and learn from Senior Financial Advisors. Training is a combination of classroom learning and hands-on work experience, utilizing the tools and technology necessary to build a rewarding career as a Financial Advisor. Upon completion of the program, you will be well-prepared to join a Financial Advisory team serving clients (individuals, families, and businesses) by offering straightforward advice, personalized solutions and industry expertise. This is an outstanding opportunity if you are -Eager to leverage your passion for wealth management to help others -Driven to build a client-focused business -Hard-working, honest and possess a high-degree of integrity -Team-oriented, with excellent people skills -Flexible and open-minded relative to relocation opportunities -A recent college graduate with a degree in Finance or related major or -A near-term graduate student with a background in Finance or related major or -A business professional with at least 1-3 years of Financial Services or transferable experience PROGRAM OVERVIEW Year One - Planning Resource Center (Spokane, WA) You will spend the first year of the program working in the Planning Resource Center, a division of D.A. Davidsons Wealth Planning Group, located in Spokane, Washington. During this time you will: Study and prepare to pass the FINRA Series 7 and 66 licensing exams and insurance exams. Upon completion of the required licensing exams, you will begin studying for the Certified Financial Planner certification. Learn wealth planning techniques and strategies, delve into the complexities of financial and estate planning and become a subject matter expert on the firms financial planning software, MoneyGuidePro. Attend an intensive 3-week training program at our corporate headquarters in Great Falls, Montana, learning the skills and techniques required for meaningful client interaction, portfolio construction and investment implementation. Year Two - Financial Services Representative Team (Seattle, WA) You will spend the second year of the program as a key member of the Financial Services Representative Team in Seattle, Washington. Here you will directly advise and guide clients through investment strategies and proposals and identify opportunities to help clients achieve their financial goals. Year Three - D.A. Davidson Branch Office You will spend the third and final year as an Apprentice Financial Advisor in an assigned D.A. Davidson Branch. In this role, you will act as a team member with a specified Financial Advisory team, engaging in daily activities of the practice including, but not limited to: wealth planning, client relationship management, prospecting, and practice management. Your branch assignment will be determined upon a variety of factors, including availability, location, and living arrangements. Best efforts will be made to consider your preferences. Program Completion Upon completion of the third year of the program, it is our goal that you formally join a Financial Advisory team as a valued, long-term team member. If this is not possible, you may be qualified for another role within the firm and will be encouraged to apply for other open positions. You may also choose to look for a solo Trainee Financial Advisor position or other teaming opportunities within the branch network. Completion of the Apprentice Program does not guarantee a permanent role at D.A. Davidson. NEXT STEPS Please complete the online application by November 30, 2018. We look forward to getting to know you. Our interview process is as follows: -October - December - phone interviews -Mid-January 2019 - final round panel interview -July 2019 - program begins For more information, contact Jill McEntee, VP of New FA Development and Acquisition, at jmcentee@dadco.com, or (206) 389-8000. -Experience and Skills -4-year college degree, or will possess one in Summer 2019