Client Associate
D.A. DavidsonLong Beach, California, United States
Posted October 16, 2025
54000 - 58000 USD year
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 is seeking a motivated and detail-oriented Client Associate to join their Long Beach, CA branch. The role involves providing excellent client service, supporting Financial Professionals, and maintaining account documentation. The company prioritizes integrity, ethics, and community involvement, and offers opportunities for growth and development within a supportive environment.
Requirements
- Opportunity to advance and grow in the Financial Services Industry
- Security Industry Essentials (SIE) and FINRA General Securities Representative (Series 7) Exam
- Uniform Securities State Law Exam (Series 66 [or Series 63/65])
- High school graduate or comparable work experience
- Solid technology skills (Microsoft Word, Excel, Outlook)
- Excellent communication (written and verbal) and problem solving skills
- Strong attention to detail and accuracy
- Proven ability to manage multiple demands and deadlines
Benefits
- Medical, Dental and Vision
- Company 401(k)and ESOP contribution
- Generous sick, vacation, and maternity/parental leave
- Paid holidays
- Professional Development Opportunities
- Tuition Reimbursement
- Discounted personal insurance
- Charitable gift-matching program
- Davidson Day of Giving
