companyD.A. Davidson Companies logo

Registered Client Associate at D.A. Davidson | Everett, WA

On-site Full-time $55K/yr - $65K/yr

Clicking Apply Now takes you to AutoApply where you can tailor your resume and apply.


Unlock Your Potential

Generate Job-Optimized Resume

One Click And Our AI Optimizes Your Resume to Match The Job Description.

Is Your Resume Optimized For This Role?

Find Out If You're Highlighting The Right Skills And Fix What's Missing

Experience Level

Experience

Qualifications

Essential Qualifications:• Completion of the Securities Industry Essentials (SIE) exam, FINRA General Securities Representative (Series 7) Exam, and the Uniform Securities State Law Exam (Series 66 or Series 63/65) or the willingness to obtain necessary licensing.• Extensive knowledge of the securities industry, including operations and products such as stocks, bonds, margin accounts, options, mutual funds, annuities, and insurance products.• Minimum of two years of prior experience as a Registered Client Associate.• Preferred post-secondary education.• Proficient technology skills, including Microsoft Word, Excel, and Outlook; familiarity with Thomson ONE, Envestnet, CRM, and Money Guide Pro is advantageous.• Outstanding communication (both written and verbal), problem-solving, and client service skills.• Strong attention to detail and accuracy, including the ability to perform semi-advanced mathematics.• Proven ability to handle multiple demands and competing priorities in a deadline-driven environment.• Ability to maintain consistent attendance and work overtime as required.

About the job

D. A. Davidson Companies is a distinguished, employee-owned firm with a legacy of 90 years. We pride ourselves on operating with the utmost integrity and ethics, delivering exceptional service to our clients and fostering a collaborative workplace culture. Our commitment to community enhancement reflects one of our core values, as we strive to improve financial well-being while giving back to local communities. Discover more about our impactful culture in our latest annual report.

Summary of Role
We are actively looking for a talented individual to become part of our dynamic and high-performing team at the Everett, WA office. This crucial position demands meticulous attention to detail, the ability to juggle multiple requests, and exceptional client service abilities while upholding the highest standards of integrity and confidentiality regarding client and company information.

About D.A. Davidson Companies

D. A. Davidson Companies is an independent and employee-owned firm that has established a robust reputation over the past 90 years. Our focus on integrity, ethics, and exceptional client service has created an open and supportive workplace culture, where we value candid communication and engagement to enhance both our company and our employees.

Similar jobs

Tailoring 0 resumes

We'll move completed jobs to Ready to Apply automatically.