Solutions Program Specialist, Wealth Management

Job overview

The Solutions Program Specialist, Wealth Management role is onsite in Denver, CO, with a potential starting base salary of $68,000–$83,000 per year. D.A. Davidson is an independent, employee-owned financial services firm with a client-first culture and a commitment to integrity, service, and community involvement. The specialist supports Wealth Management product solutions so financial professionals can guide clients effectively. The role assists with lending, cash management, and managed asset programs, coordinates operational processes, and develops resources and guidance that improve advisor support and client service.

What you'll do

• Support operational execution of advisory fee changes
• coordinate with Wealth Management, Advisor Solutions, Operations, Compliance, and other teams
• provide product guidance to financial professionals
• help improve product and service offerings
• develop and maintain product resources, process documentation, and advisor materials
• participate in Wealth Management projects
• monitor industry and competitive trends.

What we're looking for

Skills & competencies

full-time

wealth management

financial services

program specialist

product support

advisor solutions

denver co

d.a. davidson

$68k–$83k/year

series 7

series 66

employee-owned

401(k)

esop

Work arrangement

• Weekend coverage required

Benefits & perks

• Medical, dental and vision, company 401(k) and ESOP contributions, sick and vacation leave, maternity and parental leave, paid holidays, professional development, tuition reimbursement, and discounted personal insurance.

Why this role

Series 7 and 66 licenses are required or must be obtained within six months of hire.

About the employer

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