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Registered Client Associate at D.A. Davidson - ApplyBlast

Registered Client Associate

D.A. Davidson

6 months ago

3.4 on Glassdoor

Medford, OR

Onsite

Full Time

Medior

0 applicants

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About this role

Join D.A. Davidson in Medford, OR as a Registered Client Associate supporting a high-producing wealth management team in a confidential, regulated environment. This role emphasizes integrity, client service, and collaboration with financial advisors and branch staff. The firm is independent and employee-owned, offering competitive pay, comprehensive benefits, and opportunities for professional development. The position is onsite at our Medford office with a focus on maintaining high standards of ethics and service.

Skills

Qualifications

SIE (Securities Industry Essentials)Series 7Series 66 or Series 63/65Post-Secondary Education Preferred

About D.A. Davidson

dadavidson.com

Headquarters

Great Falls, Montana, United States

Company Size

1001-5000 employees

Founded

1935

View Profile

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.