D.A. Davidson Companies

HQ
Great Falls
Total Offices: 8
1,144 Total Employees
Year Founded: 1935

D.A. Davidson Companies Benefits Overview

Compensation + Benefits

Offers 401(K)

Offers life insurance

Offers supplemental life insurance

Offers disability insurance

Offers charitable contribution matching

Offers accidental death & dismemberment insurance

Offers dental insurance

Offers health insurance

Offers Health Savings Account (HSA)

Offers Flexible Spending Account (FSA)

Offers vision insurance

Offers dependent care

Offers employee stock purchase plan

Offers employee discounts

Offers performance bonuses

Provides family medical leave

Offers generous parental leave

Work-Life Balance + Wellbeing

Offers company-sponsored outings

Offers gym membership

Offers an Employee Assistance Program (EAP)

Offers generous PTO

Provides paid holidays

Provides bereavement leave

Offers unpaid extended leave

Offers paid volunteer time

Provides paid sick days

Provides military leave

Career Growth + Development

Provides customized development tracks

Job training & conferences

Provides tuition assistance

Offers apprenticeship programs

Company Culture

Provides a mobile phone discount

14 Hours AgoSaved
In-Office
Seattle, WA, USA
Financial Services
Three-year paid apprenticeship preparing candidates for financial advisor careers through immersive training in wealth management, financial planning, client service, investment strategies, portfolio construction, and practice management. Participants receive coaching, work with senior advisors, support financial planning teams, advise clients, complete licensing exams, and gain branch-office experience. The program may lead to an advisor or other permanent role, but completion does not guarantee employment.
Financial Services
Administers proxy voting processes for managed assets, including ballot tracking, account maintenance, voting request escalation, reporting, and record retention. Supervises prospectus mailings for mutual fund purchases and provides backup for managed-assets data reconciliation. Requires accurate, confidential handling of client information, strong Microsoft Excel skills, professional communication, prioritization, multitasking, and reliable in-person attendance.
11 Days AgoSaved
In-Office
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Financial Services
Provides professional client service and account support in a financial services branch. Responsibilities include managing client requests, maintaining account documentation, processing transactions and fund transfers, supporting financial planning, coordinating communications and events, resolving account issues, and following regulatory and compliance procedures.