D.A. Davidson Companies Jobs

D.A. Davidson Companies

BOGOTA, NJ | 50 followers

D.A. Davidson Companies Overview

WEBSITE dadavidson.com

HEADQUARTERS BOGOTA, NJ

SIZE 25 - 50

FOUNDED 1935

CEO NICOLE DAVIDSON

REVENUE $5M - $10M

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About D.A. Davidson Companies

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 wayleveraging 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. Business units include: Wealth Management Trust Services Investment Management Equity Capital Markets Investment Banking Fixed Income Capital Markets Municipal Investment Management More
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Registered Client Associate at D.A. Davidson Companies

Vancouver, WA | Full Time

$72k-95k (estimate)

Just Posted

Job Description. Summary/Function. We are currently seeking an exceptional individual to join a dynamic and high-producing team in our Vancouver, WA office. This team-critical role requires outstanding attention to detail, the ability to balance multiple requests, outstanding client service skills, and a high level of integrity and confidentiality with respect to client, FA, branch and company information. Experience and Skills. Primary Qualifica...

Registered Client Associate at D.A. Davidson Companies

Plano, TX | Full Time

$66k-87k (estimate)

2 Weeks Ago

Job Description. Summary/Function. We are currently seeking an exceptional individual to join a dynamic and high-producing team in our Plano, TX office. This team-critical role requires outstanding attention to detail, the ability to balance multiple requests, outstanding client service skills, and a high level of integrity and confidentiality with respect to client, FA, branch and company information. Experience and Skills. Primary Qualification...

Branch Onboarding and Training Specialist at D.A. Davidson Companies

Great Falls, MT | Full Time

$58k-73k (estimate)

2 Weeks Ago

Job Description. Summary/Function. Branch Onboarding and Training Specialist will oversee all aspects of onboarding and training new Client Associates (CAs), Branch Office Operations Managers (BOOMs), and Supervisory Branch Office Operations Managers (SBOOMs). The position will be responsible for providing uniform training in accordance with the Firm Policy and Procedures, Branch Guide to Operations, Supervision, and Compliance requirements. The ...

Supervisory Branch Office Operations Manager at D.A. Davidson Companies

Wilmington, NC | Full Time

$65k-82k (estimate)

3 Weeks Ago

Job Description. Summary/Function. The position works with the Branch Manager (BOM) to ensure the branch runs smoothly and complies with company policies and procedures and security industry rules and regulations. Experience and Skills. Qualifications. Applicable industry exams: FINRA SIE, Series 7, 66 (or 63/65), and 9/10 (or 24/4/53). Prior managerial experience. Seasoned experience in the securities industry, knowledge of industry rules and re...

Branch Administrator, Receptionist at D.A. Davidson Companies

Roseville, CA | Part Time

$73k-89k (estimate)

1 Month Ago

Job Description. D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning more than 80 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering exceptional service to our clients and each other. We support a friendly, open and respectful culture, and encourage candid communication and productive engagement that make our companies and e...

Personal Trust Administrator at D.A. Davidson Companies

Great Falls, MT | Full Time

$56k-72k (estimate)

1 Month Ago

Job Description. D.A. Davidson, an employee-owned Financial Services firm, is seeking an exceptionally sharp, motivated and detail-oriented individual to join the D.A. Davidson Trust team in the important role of Personal Trust Administrator. You’ll work closely with Trust Officers to deliver an exceptional client experience by diligently administering and managing trust accounts. Experience and Skills. Qualifications. 2 years of prior trust admi...

IT Associate at D.A. Davidson Companies

Great Falls, MT | Part Time

$63k-76k (estimate)

1 Month Ago

Job Description. Summary/Function. The IT Associate position performs various duties within the IT department, which include but are not limited to, physical asset inventory, Accounts Payable administrative assistance, answering the Service Desk backup queue during high call volumes, and contributing to projects that support day-to-day operations within the IT department. Experience and Skills. Qualifications. Proficient knowledge of basic comput...

Branch Administrator, Client Associate at D.A. Davidson Companies

Sheridan, WY | Full Time

$52k-64k (estimate)

1 Month Ago

Job Description. D.A. Davidson, an employee-owned Financial Services firm, is seeking a Branch Administrator, Client Associate. This is a tremendous opportunity to start and grow your career in Financial Services. You will have the opportunity to work alongside and learn from Financial Advisors in order to support your clients in achieving their financial goals. Additionally, you will work closely with the Branch Manager to ensure the branch runs...

Mutual Funds Specialist at D.A. Davidson Companies

Great Falls, MT | Full Time

$87k-132k (estimate)

1 Month Ago

Job Description. Summary/Function. This position supports the trading and operational functions of the Mutual Funds department. Experience and Skills. Qualifications. Accuracy, organization, attention to detail. Ability to communicate with outside agents and branch offices - both verbally and in writing. Ability to work both independently and as a member of a team. Ability to understand accounting processes. Computer proficiency and knowledge of ...

Retirement Plan Consultant at D.A. Davidson Companies

Richmond, VA | Full Time

$56k-81k (estimate)

2 Months Ago

Job Description. Position Summary. The Retirement Plan Consultant supports FPs in area of sales, marketing, fiduciary guidance, and plan sponsor education as FPs build and develop their retirement plan business, including 401(k), 403(b), PS, MPP, SIMPLEs, SEPs and IRAs. Respond daily to FPs on regulatory and industry related questions. This position reports to the Director of Retirement Plan Services. Experience and Skills. Qualifications. 5 year...

Research Associate at D.A. Davidson Companies

Seattle, WA | Full Time

$77k-99k (estimate)

2 Months Ago

Job Description. Summary/Function. D.A. Davidson & Co.’s Wealth Management Research Department (WM Research) provides analysis and meaningful research recommendations on companies across various sectors and industries for individual investor clients throughout North America. WM Research also provides general equity market intelligence to advisors and clients through its communications. Our recommendations and communications are primarily provided...

Operations Cashiering Associate at D.A. Davidson Companies

Great Falls, MT | Full Time

$48k-60k (estimate)

3 Months Ago

Job Description. D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning more than 80 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and e...

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