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D.A. Davidson
D.A. Davidson

60 Da Davidson Financial Advisor Jobs Hiring Near You

D.A. Davidson

Managed Assets Research Associate

Seattle, WA · On-site

$90K - $110K/yr

D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 ... Communications with our financial advisors are primarily provided through quarterly presentations ...

D.A. Davidson

Managed Assets Research Associate

Seattle, WA · On-site

$90K - $110K/yr

D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 ... Communications with our financial advisors are primarily provided through quarterly presentations ...

D.A. Davidson

Managed Assets Research Associate

Seattle, WA · On-site

$90K - $110K/yr

D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 ... Communications with our financial advisors are primarily provided through quarterly presentations ...

D.A. Davidson

Director of Transitions

Seattle, WA

$125K - $145K/yr

About the Role The Director of Transitions leads the strategy and design of the Financial Advisor transition experience at D.A. Davidson. This role is responsible for building a scalable, compliant ...

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D.A. Davidson Jobs Information

Does D.A. Davidson pay people when they’re sick?

Yes. Most people get paid when they’re sick.
100% of people say they would get paid if they were sick but scheduled to work.
Based on data from 5 people who took the Breakroom Quiz between April 2025 and April 2026.

Is the health insurance from D.A. Davidson affordable enough for their workers?

Most people say the health insurance costs are okay.
100% of people say the health insurance costs are okay
Based on data from 5 people who took the Breakroom Quiz between April 2025 and April 2026.

How easy is it to take sick days at D.A. Davidson?

Most people find it easy to take sick days.
80% of people report that it’s easy to take time off if they are sick.
Based on data from 5 people who took the Breakroom Quiz between April 2025 and April 2026.

Do people at D.A. Davidson feel treated with respect by their managers?

Most people feel treated with respect by their managers.
100% of people say they’re treated with respect by their managers.
Based on data from 5 people who took the Breakroom Quiz between April 2025 and April 2026.

Is it stressful to work at D.A. Davidson?

Some people feel stressed here.
60% of people say they often feel stressed at work.
Based on data from 5 people who took the Breakroom Quiz between April 2025 and April 2026.

Do people at D.A. Davidson recommend working with their team?

Most people recommend working with their team.
80% of people report that they would recommend working with their immediate team to a friend.
Based on data from 5 people who took the Breakroom Quiz between April 2025 and April 2026.

Do workers feel well informed about how D.A. Davidson is doing?

Most people feel well informed about how the company is doing.
80% of people feel that they are kept well informed about how the company is doing as a whole.
Based on data from 5 people who took the Breakroom Quiz between April 2025 and April 2026.

What other companies are hiring for Financial Advisor jobs?

What are the most popular jobs at Da Davidson?

What are the most popular categories at Da Davidson?

Infographic showing various Financial Advisor job openings at Da Davidson in the United States as of August 2026, with employment types broken down into 92% Full Time, and 8% Part Time. Highlights an 100% Physical job distribution.

Associate Financial Advisor

D.A. Davidson

Colorado Springs, CO

$65K - $80K/yr

Full-time

Posted 5 days ago

D.A. Davidson rating

7.9

Company rating: 7.9 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

Job description

D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 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 each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.

Summary/Function:
The Associate Financial Advisor serves as a key contributor to the Financial Professional’s team, supporting practice growth through proactive client engagement, portfolio analysis, and targeted business development within the existing book of business. This role is responsible for independently assessing client needs, re profiling relationships, and delivering tailored investment recommendations aligned with clients’ goals and risk profiles. By exercising sound judgment and investment expertise, the Associate Financial Advisor enhances client satisfaction, expands advisor capacity, and helps drive sustainable growth through effective relationship management and high quality advisory support.


Qualifications:
•    Bachelor’s degree in finance, accounting, economics, or equivalent experience; advanced credentials (MBA, CFP, CFA) preferred. 
•    Required FINRA licenses: Series 7 and Series 63/65 or Series 66, as applicable. 
•    Strong knowledge of investment products, portfolio analysis, and the securities industry, including regulatory requirements. 
•    Demonstrated ability to exercise independent judgment in analyzing client portfolios and recommending appropriate investment strategies. 
•    Strong analytical, quantitative, and technology skills, including proficiency with Microsoft Office applications. 
•    Proven interpersonal and communication skills, with the ability to build relationships, collaborate within a team, and mentor others as needed. 
•    Highly organized, results-oriented professional capable of managing multiple priorities in a deadline-driven environment while maintaining confidentiality and compliance standards.


Duties:
•    Serve as the primary relationship contact for a subset of clients to enhance client experience and expand advisor capacity. 
•    Engage clients and prospects, frame discussions, and communicate the team’s mission to support business development. 
•    Prospect within the existing book of business and support new client acquisition in alignment with team strategies. 
•    Conduct in depth client interviews to assess objectives, risk tolerance, and financial circumstances; proactively reprofile clients. 
•    Open new accounts, gather assets, and support practice growth through referrals and asset aggregation. 
•    Analyze client portfolios and recommend suitable investment strategies using independent judgment and sound research. 
•    Participate in client onboarding, annual reviews, and ongoing client meetings independently or with team members. 
•    Maintain strong knowledge of all product and service offerings, including managed accounts, retirement accounts, annuities, and trust services. 
•    Ensure compliance with firm policies and regulatory requirements; identify and escalate issues as appropriate. 
•    Monitor client accounts and transactions, addressing suitability issues and initiating appropriate actions. 
•    Complete required paperwork, process transactions (including unsolicited orders), prepare correspondence, and resolve account issues. 
•    Perform additional duties and special projects as assigned.

The potential base pay hiring range for this role is $65,000 – 80,000 annually along with eligibility for bonus compensation. This role is eligible to participate in applicable D.A. Davidson variable compensation programs. 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.

At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees.
 
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
 
ACKNOWLEDGMENT
Please answer all questions carefully.  By submitting this application for employment, I certify that all of the above information is true and complete and I understand that any falsification or omission of information made by me may disqualify me from further consideration for employment or, if hired, may result in my termination of my employment at any time during the period of my employment, regardless of the amount of time that has passed. California applicants, please see D.A. Davidson’s California Resident Privacy Policy.

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