Companies D.A. Davidson Companies

D.A. Davidson Companies

Great Falls

Total Offices: 8

1,144 Total Employees

Year Founded: 1935

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D.A. Davidson Companies Benefits Overview

Compensation + Benefits Work-Life Balance + Wellbeing Career Growth + Development Company Culture

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

Recently posted jobs

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D.A. Davidson Companies

Insurance & Annuities Administrator

4 Days AgoSaved

In-Office

Financial Services

Provides administrative and operational support for insurance and annuity business operations. Reviews new business orders, verifies licensing and documentation, processes carrier appointments, tracks continuing education, reconciles commissions, maintains records, supports regulatory documentation, and responds to advisor inquiries. Coordinates with carriers, vendors, compliance, accounting, and internal teams while identifying workflow and process improvements in a regulated financial services environment.

D.A. Davidson Companies

Planning Coordinator

7 Days AgoSaved

In-Office

Financial Services

Coordinates wealth-planning workflows for high-net-worth clients by managing intake, scheduling, deliverables, documentation, handoffs, and planning communications. Supports advisors and senior planners, tracks capacity and reporting, coordinates events, and ensures processes meet regulatory, fiduciary, and operational standards. The role handles planning logistics and workflow coordination rather than providing financial advice.

D.A. Davidson Companies

DIA - Operations Associate

8 Days AgoSaved

In-Office

Financial Services

Supports daily portfolio account reconciliation, account opening and closing, account-data maintenance, trade settlement, security-information updates, proxy-voting reconciliation, and client-report distribution. Provides backup coverage and cross-training for Operations staff while maintaining confidentiality, accuracy, compliance with firm policies, and strong service standards. May also perform special projects and additional duties supporting the team.

see all jobs at D.A. Davidson Companies