Client Associate
D.A. DavidsonBozeman, Montana, United States
Posted October 3, 2025
Full Time
About the Company
D.A. Davidson Companies is a diversified financial services firm founded in 1935, offering a range of services including wealth management, investment banking, and capital markets. Known for its personalized approach and employee ownership model, the company leverages its research expertise and extensive network to provide high-impact solutions to clients. With seven distinct business units across the U.S., D.A. Davidson is committed to delivering strong values rooted in tradition and a deep sense of responsibility to its communities.
Job Description
D.A. Davidson Companies, an employee-owned Financial Services firm, is seeking a Client Associate to join their Bozeman, MT branch. The role focuses on providing exceptional client service, supporting financial professionals, and contributing to company growth. They value integrity, open communication, and a supportive culture.
Requirements
- Eagerness to advance in the Financial Services Industry
- High school graduation or equivalent work experience
- Solid technology skills (Microsoft Word, Excel, Outlook)
- Strong attention to detail
- Ability to handle multiple demands and competing priorities
- Ability to perform semi-advanced math
Benefits
- Competitive salary
- Medical, Dental and Vision
- 401(k) and ESOP contribution
- Generous sick, vacation, and maternity/parental leave
- Professional Development Opportunities
- Discounted personal insurance including home, auto and recreational vehicles
- Charitable gift-matching program
- Davidson Day of Giving
