Summary/Function
The Project Coordinator for New Advisor Training and Acquisition provides administrative and project coordination support for all early-career programs and initiatives as well as the Practice Management department. This role coordinates program logistics, schedules, meetings, and events (including training, recruiting, and internship/apprentice activities) and maintains program documentation and reporting to support department initiatives for two separate and distinct departments that work very closely with each other
Primary Qualifications:
• Bachelor’s degree in business, communications, marketing, or related field (or equivalent experience).
• 2–3 years of experience in project coordination/management and/or financial services preferred.
• Strong written, verbal, and interpersonal communication skills.
• Ability to manage multiple priorities, meet deadlines, and maintain a high level of accuracy.
• Highly organized, proactive, and able to work independently.
• Proficiency with Microsoft 365 (Word, Excel, PowerPoint) and comfort learning new systems; CRM experience preferred.
• Ability to maintain regular attendance, work overtime as needed, and travel as required.
Primary Duties:
• Coordinate early-career talent programs (internship, experienced intern, apprentice, and advisor trainee programs), including interview scheduling, onboarding logistics, and candidate communications as well as assist with content creation of new advisor training.
• Conduct and lead monthly check-in calls with new and newer advisors. Record activity in CRM
• Plan and execute training and event logistics (e.g., segment training, workshops, webinars, coaching calls), including schedules, speakers, rooms/venues, travel, and vendor coordination.
• Maintain department shared drives and intranet pages; ensure materials are current, organized, and accessible to appropriate stakeholders.
• Produce recurring and ad hoc reports and dashboards; update tracking lists and compile metrics for leadership and program reporting.
• Administer assessments and professional development programs (ordering, tracking, communications, and vendor coordination) and create/refresh related team snapshot materials.
• Manage program processes and documentation (templates, forms, committee support, and desk procedures) in coordination with supervision/compliance requirements.
• Other duties as assigned.
• Create content for the Wealth Management Summer Internship Program and for the Advisor training curriculum.
• Other projects and duties as assigned!
What we offer:
Competitive salary plus excellent benefits and perks including, but not limited to:
• Medical, Dental and Vision
• Company 401(k)and ESOP contribution
• Generous sick, vacation, and maternity/parental leave
• Paid holidays
• Professional Development Opportunities
• Tuition Reimbursement ($15,000 lifetime cap)
• 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.
The potential base pay hiring range for this role is $27.00 to $36.00 per hour. 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.
D.A. Davidson has been in business for 90 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!
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.
