Client Associate

D.A. Davidson(1 month ago)

Boise, IDOnsiteFull TimeJunior$61,129 - $81,808 (estimated)Wealth Management

About this role

The Client Associate at D.A. Davidson in Boise supports Financial Professionals in delivering an exceptional client experience within a financial services branch. The role focuses on handling client requests, maintaining accounts, and supporting financial planning activities in a highly regulated environment. It offers an opportunity to grow a career in financial services with access to professional development and licensing. The position is based in an employee-owned firm with a strong culture of ethics, integrity, and community involvement.

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Required Skills

Client Service
Account Maintenance
Regulatory Compliance
Document Processing
Problem Solving
Financial Planning Support
Client Communications
Event Coordination
Funds Transfer
Process Improvement

+10 more

Qualifications

High School Diploma
Post-Secondary Education Preferred
Securities Industry Essentials
FINRA Series 7
FINRA Series 66
FINRA Series 63
FINRA Series 65

About D.A. Davidson

dadavidson.com

D.A. Davidson is a U.S.-based financial services firm that provides wealth management, brokerage, investment banking, capital markets, and trust services to individuals, families, businesses, and municipalities. The firm offers personalized financial planning, portfolio management, equity and fixed‑income trading, and middle‑market advisory and underwriting services. Known for a client‑focused, regional‑to‑national footprint and an employee‑owned culture, D.A. Davidson emphasizes long‑term relationships, independent research, and tailored capital solutions.

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