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D.A. Davidson
D.A. Davidson

60 Da Davidson Account Associate Jobs Hiring Near You

D.A. Davidson

Registered Client Associate

Seattle, WA · On-site

$30 - $36/hr

D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 ... Review, maintain and process account documents and information - Inform FA of meaningful ...

D.A. Davidson

Registered Client Associate

Everett, WA

$55K - $65K/yr

D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 ... Review, maintain and process account documents and information - Inform FA of meaningful ...

D.A. Davidson

Senior Software Engineer

Charleston, WV · Remote

$95K - $110K/yr

D.A. Davidson has been in business since 1935! 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 ...

D.A. Davidson

Registered Client Associate

Everett, WA

$55K - $65K/yr

D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 ... Review, maintain and process account documents and information - Inform FA of meaningful ...

D.A. Davidson

Registered Client Associate

Everett, WA · On-site

$55K - $65K/yr

D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 ... accounts, options, mutual funds, annuities and insurance products. • At least two years previous ...

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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 Account Associate jobs?

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Infographic showing various Account Associate 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.

Managed Assets Research Associate

D.A. Davidson

Seattle, WA

$90K - $110K/yr

Full-time

Re-posted 2 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: 
D.A. Davidson & Co.’s Managed Assets Research Department provides a multitude of services for our firm’s advisors and their clients. The research team is responsible for developing and maintaining recommendations across the mutual fund, ETF and Separately Managed Account (SMA) landscape. Further, this research department is also responsible for managing a wide array of asset allocation portfolios on a discretionary basis for our firm’s advisors and their clients. Communications with our financial advisors are primarily provided through quarterly presentations, model portfolio reports, client portfolio reviews, conference calls, and availability by direct phone or email for engagement with our advisors. 

The primary function of the Research Associate position is to support the overall activities of the Managed Assets Research department. We are looking for an associate with an organic interest in the financial markets and investments, who is motivated by the prospect of playing a vital role in delivering high level of service and quality investment solutions to our advisors and their clients. 

Qualifications:
• Bachelor’s degree in economics, business, marketing or related field required. 
• Series 7 & 65/66, or willingness to obtain.
• Progress toward, or desire to pursue, the CFA or CAIA charter designation also viewed positively.
• 2+ years of experience in the financial services industry, preferably in an environment of working with financial advisors.
• Strong writing and proofreading skills.
• Proficiency in Microsoft Office applications, especially Excel, Word and PowerPoint. Experience with Adobe Acrobat, and/or Morningstar Direct a significant plus.
• Strong communication skills, written and verbal, with excellent organizational skills.
• Articulate, confident, driven professional with the ability to work well independently, and as part of a cohesive team in a fast-paced environment. 

Duties:
• Provide research and marketing support, as needed, to the department’s director and broader team.
• Assist in the continued development of the research team’s communications process and procedures.  This consists of, but is not limited to:
o Proofreading/editing text, creating supporting charts & tables, and ultimately distributing presentations and reports through different mediums.
o Maintaining and developing investment reports and note templates.
o Maintain and continue to develop the Managed Assets Research intranet site, internal department databases, and other communications. 
o Keeping organized files for our internal and external publications and other department activities, as appropriate.
• Respond to frequent ad hoc research requests from financial advisors, typically by phone and/or email.
• Assist the research team in client portfolio reviews and proposals. Recommendations in these reviews and proposals often utilize the team’s asset allocation portfolios and selections from our Supervised and Approved Research lists for Mutual Funds, ETF’s and SMA’s. 

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 potential base pay hiring range for this role is $90,000 – 110,000 annually. 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 over 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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