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Career Opportunities

Position Openings: Experienced and Apprentice Financial Advisors

Davidson Financial offers a variety of financial and investment products in five distinctive business areas - insurance and annuities, individual and group retirement plans, group benefits, mutual funds and investment management. Securities are offered through Cetera Advisor Networks, one of the largest independently managed securities firms in the country.

Experience a rewarding career at where you help people become financially independent while building your own personal financial wealth through career growth and development. 

We look for entrepreneurial-minded individuals who have a strong desire to build their own financial planning practice.  We look for established advisors who are interested in taking their practice to the next level. We are also interested in candidates that are ready for a career transition, either from another industry or from college.

You will benefit from exceptional training and development practices that support all phases of your career. As an advisor with our firm you can utilize our fully-developed turn-key process and will have access to state-of-the-art tools and resources, such as:

  • Outstanding training, including attendance at national sessions
  • Use of administrative personnel
  • Retirement income planning software
  • Client annual review templates and approach scripts
  • Presentation tools, financial planning templates and illustrations
  • Office facilities and amenities available for your use desk space, phone, computer, conference room, office supplies and equipment.

Job Requirements

  • High integrity level, strong work ethic and constant quest for knowledge
  • Desire to be a business owner with a strong entrepreneurial mindset
  • Organized individual who excels in problem solving and multi-tasking.
  • Motivated hard worker who displays self-confidence and a strong desire to learn.
  • Excellent relationship-building skills; prior sales experience a plus
  • 4-year college degree (2 year degree plus industry experience considered)
  • Industry designations highly desirable, such as CFP®, CLU®, CRPC or ChFC®
  • Must hold or be willing to acquire FINRA Series 7 and Series 66 registrations, as well as IL Life/Health Insurance license

Compensation

This is a commissioned position. We offer a percentage of commissions and fees. Compensation is not limited. 

Consideration will be given to strong performing advisors to receive existing client accounts as a way to build their book of business.

Send resume and cover letter to:  [email protected] with the subject of Julie davidson care of