Financial Advisor, Wealth Management

Level(s):                                                   Associate Vice President, Vice President, SVP, FVP, Managing Director

Davis Capital Advisors LLC, a premier, independent investment management firm, seeks an accomplished Financial Advisor or Team of Advisors to join our midtown Manhattan office.  We provide a full spectrum of commission and fee-based products and services, extensive research, and reliable, fast execution to ensure that your clients receive seamless service in every transaction.  Davis Securities LLC, is a broker dealer that offers Advisors access to the cutting-edge platform, custody and clearing services of National Financial Services (NFS).




  • The most competitive payouts on your book and overrides on new recruits.
    • Our payouts are consistently 30 to 42% higher than traditional wirehouse grids!
  • Multiple revenue stream opportunities to build wealth, including referral commissions from our top-performing affiliated hedge fund
  • Advanced trading technology which includes a superior portfolio management software and asset allocation platform
  • An experienced, service-oriented compliance and operations team
  • Extensive technology resources
  • Access to premier Wall Street research and analytical tools
  • Fortune 500 benefits including medical, dental, vision, disability, 401K, and tuition/continuing education reimbursement



  • Minimum Verifiable Trailing 12:     $300,000
  • Series 7, 63, 65 or 66
  • Clean CRD
  • Experience in financial marketing
  • An entrepreneurial mindset
  • A consistent record of portfolio and investment discipline



If interested, please contact:

Michael J. Obergfell

Director of Recruiting


Phone:     (212) 796-8448