D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 ... Do you excel at building strong client relationships and solving problems? * Do you thrive in a ...
Quick apply
60 Da Davidson Relationship Manager Jobs Hiring Near You
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 ... Do you excel at building strong client relationships and solving problems? * Do you thrive in a ...
Meeting & Event Planning Coordinator
Seattle, WA · On-site
$80K - $92K/yr
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 ... Bachelor's degree, concentration in Hospitality, tourism or travel management Experience in ...
Meeting & Event Planning Coordinator
Seattle, WA · On-site
$80K - $92K/yr
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 ... Bachelor's degree, concentration in Hospitality, tourism or travel management Experience in ...
Senior Software Engineer
$95K - $110K/yr
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 ... vendors while managing aggressive timelines. • Ability to maintain regular, predictable ...
Senior Software Engineer
$95K - $110K/yr
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 ... vendors while managing aggressive timelines. • Ability to maintain regular, predictable ...
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 ... Proven ability to build client/customer relationships including excellent communication (written ...
Quick apply
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 ... Proven ability to build client/customer relationships including excellent communication (written ...
Client Associate
Lincoln, NE · On-site
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 ... Proven ability to build client/customer relationships including excellent communication (written ...
Quick apply
Client Associate
Lincoln, NE · On-site
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 ... Proven ability to build client/customer relationships including excellent communication (written ...
Client Associate
Gillette, WY · On-site
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 ... Primary Duties: • Provide extraordinarily professional and courteous client service managing ...
Client Associate
Gillette, WY · On-site
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 ... Primary Duties: • Provide extraordinarily professional and courteous client service managing ...
Associate Financial Advisor
$65K - $80K/yr
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 ... through effective relationship management and high quality advisory support. Qualifications:
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Associate Financial Advisor
$65K - $80K/yr
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 ... through effective relationship management and high quality advisory support. Qualifications:
Operations Associate
Great Falls, MT · On-site
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 ... Possess good organizational and time management skills. Ability to work under pressure and meet ...
Operations Associate
Great Falls, MT · On-site
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 ... Possess good organizational and time management skills. Ability to work under pressure and meet ...
Cashier Receptionist
$14.50 - $17.50/hr
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 ... Ability to manage multiple demands and competing priorities in a deadline-oriented environment.
New
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Cashier Receptionist
$14.50 - $17.50/hr
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 ... Ability to manage multiple demands and competing priorities in a deadline-oriented environment.
New
Client Associate
Klamath Falls, OR · On-site
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 ... Primary Duties: • Provide extraordinarily professional and courteous client service managing ...
Client Associate
Klamath Falls, OR · On-site
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 ... Primary Duties: • Provide extraordinarily professional and courteous client service managing ...
Operations Associate
Great Falls, MT · On-site
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 ... time management skills. • Ability to work under pressure and meet deadlines. • Computer ...
Operations Associate
Great Falls, MT · On-site
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 ... time management skills. • Ability to work under pressure and meet deadlines. • Computer ...
Cashier Receptionist
Butte, MT · On-site
$14.50 - $17.50/hr
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 ... manage multiple demands and competing priorities in a deadline-oriented environment. • Ability to ...
New
Cashier Receptionist
Butte, MT · On-site
$14.50 - $17.50/hr
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 ... manage multiple demands and competing priorities in a deadline-oriented environment. • Ability to ...
New
Client Associate
Gillette, WY · On-site
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 ... Primary Duties: • Provide extraordinarily professional and courteous client service managing ...
Client Associate
Gillette, WY · On-site
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 ... Primary Duties: • Provide extraordinarily professional and courteous client service managing ...
Client Associate
Klamath Falls, OR · On-site
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 ... Proven ability to build client/customer relationships including excellent communication (written ...
Client Associate
Klamath Falls, OR · On-site
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 ... Proven ability to build client/customer relationships including excellent communication (written ...
Client Associate
Omaha, NE · On-site
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 ... Primary Qualifications: • Proven ability to build client/customer relationships including ...
Client Associate
Omaha, NE · On-site
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 ... Primary Qualifications: • Proven ability to build client/customer relationships including ...
Client Associate
Omaha, NE · On-site
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 ... Do you excel at building strong client relationships and solving problems? Do you thrive in a ...
Client Associate
Omaha, NE · On-site
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 ... Do you excel at building strong client relationships and solving problems? Do you thrive in a ...
Client Associate
Omaha, NE · On-site
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 ... Primary Qualifications: • Proven ability to build client/customer relationships including ...
Client Associate
Omaha, NE · On-site
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 ... Primary Qualifications: • Proven ability to build client/customer relationships including ...
Registered Client Associate
$30 - $36/hr
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 ... Experience with Thomson ONE, Envestnet, CRM, Money Guide Pro preferred. * Excellent communication ...
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Registered Client Associate
$30 - $36/hr
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 ... Experience with Thomson ONE, Envestnet, CRM, Money Guide Pro preferred. * Excellent communication ...
DIA - Operations Manager
Richmond, VA · On-site
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 ... Summary: The Operations Manager is responsible for the administration of day-to-day operational ...
DIA - Operations Manager
Richmond, VA · On-site
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 ... Summary: The Operations Manager is responsible for the administration of day-to-day operational ...
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 ... A. Davidson & Co.'s Managed Assets Research Department provides a multitude of services for our ...
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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 ... A. Davidson & Co.'s Managed Assets Research Department provides a multitude of services for our ...
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.
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.
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.
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.
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.
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.
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.
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.
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D.A. Davidson rating
7.9
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.
D.A. Davidson, an employee-owned Financial Services firm, is seeking an exceptionally sharp, motivated and detail-oriented Client Associate to join our Omaha, NE branch. In this team-critical role, you will work alongside Financial Professionals to provide excellent client service and support. This is an outstanding opportunity to advance your career in the financial services industry in an environment of continual growth and development.
• Are you passionate about providing exceptional client service and support?
• Do you excel at building strong client relationships and solving problems?
• Do you thrive in a collaborative team environment?
• Are you detail-oriented and committed to accuracy?
• Do you enjoy being responsible for multiple demands and competing priorities in a deadline-oriented environment?
• Do you have a desire to learn and leverage innovative technology tools?
• Do you thrive in a project-management style environment?
If you answered yes to these questions, then this job may be a great fit for you.
Primary Qualifications:
• Proven ability to build client/customer relationships including excellent communication (written and verbal) and problem-solving skills.
• Ability to successfully handle multiple demands and competing priorities in a deadline-oriented environment.
• Strong attention to detail and accuracy including the ability to accurately perform semi-advanced math.
• Preference given to candidates with these current licenses: the Securities Industry Essentials (SIE) and FINRA General Securities Representative (Series 7) Exam and Uniform Securities State Law Exam (Series 66 [or Series 63/65]). If not licensed, requirement to pass all tests for the Series 7 and 66 (or 63/65) licenses within 120 days of hire.
• High school graduate or comparable work experience. Post-secondary education preferred.
• Solid technology skills (Microsoft Word, Excel and Outlook) and the desire to learn and leverage innovative technologies to optimize the client experience.
Primary Duties:
• Provide extraordinarily professional and courteous service managing client requests.
• Review, maintain and process account documents and information as well as solve complex issues and assignments related to client accounts and transactions.
• Assist with crafting comprehensive financial plans for current and prospective clients.
• Assist in developing and implementing periodic client mailings, communications and events.
• Facilitate the transfer of client funds and/or securities and the issuance of checks upon request.
• Seek to innovate and streamline processes.
• Provide general support, including but not limited to phone, correspondence, appointments, filing and other projects as assigned.
• Adherence to all branch, firm and compliance policies, procedures, rules and regulations.
• 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 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!
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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