Client Associate
D.A. Davidson(25 days ago)
About this role
A Client Associate role at D.A. Davidson's Sheridan, WY branch supporting Financial Professionals within an employee-owned financial services firm. The position is an entry-level opportunity focused on career growth, professional development, and potential completion of industry licensing.
Required Skills
- Client Service
- Communication
- Problem Solving
- Microsoft Office
- Account Maintenance
- Regulatory Compliance
- Detail Orientation
- Time Management
- Math Accuracy
- Process Improvement
Qualifications
- High School Diploma
- Securities Industry Essentials (SIE)
- Series 7
- Series 66
- Series 63
- Series 65
About D.A. Davidson
dadavidson.comD.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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