2027 Apprentice Financial Advisor Program

Job overview

The 2027 Apprentice Financial Advisor Program begins in Seattle, WA, with the first two years based at the corporate office and the third year at a D.A. Davidson branch in a location determined by preference, opportunity, and management discretion. Compensation is $70,000 per year. D.A. Davidson describes its work as personalized wealth management grounded in integrity, service, and community support. This paid, three-year program develops future financial professionals through immersive training, coaching, mentorship, licensing preparation, and practical client-facing experience. Apprentices build wealth-planning and client-service skills before pursuing a financial advisor practice or another suitable role after program completion; completion does not guarantee a permanent position.

What you'll do

• Learn wealth planning, financial planning techniques, client service, and firm technology
• support the Planning Resource Center and Wealth Planning Department
• create financial-planning materials
• participate in discovery and plan creation
• advise and guide clients on investment strategies and proposals during the second year
• visit branch locations and attend training
• complete required licensing exams.

What we're looking for

Skills & competencies

2027 apprentice financial advisor program

d.a. davidson

seattle wa

full-time

$70,000/year

wealth management

three-year program

financial planning

client service

finra sie

series 7

series 66

washington insurance exam

Work arrangement

• Weekend coverage required

Benefits & perks

• Paid training program
• coaching and mentorship
• study materials and support for licensing exams
• opportunity to pursue CFP or Certified Wealth Strategist credentials.

Why this role

The program includes preparation for FINRA SIE, Series 7, Series 66, and Washington State insurance exams, with a choice of additional professional credential study after required licensing.

About the employer

D.A. Davidson is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.