Investment Solutions Consultant

D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 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.

Summary/Function
D.A. Davidson Companies is an independent, employee-owned firm with more than 90 years of history, built on integrity, ethics, and exceptional service to our clients and each other.
As our Investment Solutions Consultant, you'll be the go-to resource for Financial Professionals, internal partners, and asset managers. You'll support the administration and growth of our Investment Solutions, including mutual funds, ETFs, unit investment trusts, closed-end funds, 529 plans, and donor advised funds.
Primary Qualifications:
·    BS degree in business administration, finance, risk management, or a related field
·    Series 7 and 66, or ability to obtain within 6 months
·    Investment product experience, especially mutual funds and/or ETFs, a plus
·    Builds strong relationships with Financial Professionals through proactive, timely service and consistent follow-through
·    Exceptional attention to detail and commitment to accuracy, quality, and regulatory compliance
·    Excellent written and verbal communication, strong project management, and cross-team collaboration skills
Primary Duties:
•    Partner with Financial Professionals to provide education, guidance, and support on investment solutions.
•    Manage strategic asset manager relationships, coordinating business development,...