Registered Client Associate
D.A. DavidsonEverett, Washington, United States
Posted February 10, 2025
56000 - 60000 USD year
Full Time
About the Company
D.A. Davidson Companies: Offers diversified financial services backed by personalized insights and strategies.
Job Description
We are seeking a Registered Client Associate to join a dynamic and high-producing team in our Everett, WA office. This team-critical role requires outstanding attention to detail, client service skills, and a high level of integrity and confidentiality.
Requirements
- Successful completion of the SIE and FINRA General Securities Representative (Series 7) Exam
- Significant knowledge of the securities industry
- At least two years previous experience as a Registered Client Associate
- Post-Secondary education preferred
- Solid technology skills (Microsoft Word, Excel and Outlook)
- Excellent communication, problem solving and client service skills
- Strong attention to detail and accuracy
- Proven ability to manage multiple demands and competing priorities
Benefits
- Competitive salary
- 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
