Jobs at D.A. Davidson Companies

Provides confidential, high-level administrative support to the Chairman and CEO and CFO. Responsibilities include calendar and travel management, expense reporting, meeting and Board support, correspondence preparation, communications, event coordination, problem resolution, and liaison duties with executives, Board members, clients, and employees. The role requires sound judgment, discretion, organization, independent decision-making, and occasional business travel.

Leads advanced wealth planning and business development for ultra-high-net-worth clients. The role partners with financial advisors, cultivates new opportunities, delivers educational programs and client resources, and develops differentiated private wealth capabilities. Responsibilities require deep expertise in estate, tax, philanthropic, asset protection, and wealth transfer strategies, along with leadership, presentations, advisor consultation, and strategic initiative management.

Leads enterprise treasury strategy and operations covering cash, liquidity, capital, funding, investments, collateral, balance-sheet management, and treasury risk. Advises the CFO and senior leadership, manages banking and counterparty relationships, oversees regulatory compliance and controls, directs forecasting and stress testing, and develops executive reporting and treasury technology improvements. The role also leads treasury governance, supports audits and examinations, and ensures adequate liquidity and regulatory capital across the company and regulated entities.

Designs, implements, and maintains secure, compliant data pipelines and scalable data architectures. Builds service-based data delivery systems, automates processes, improves data quality, and supports data integration. Collaborates with architects, analysts, business stakeholders, and end users to resolve technical issues and develop requirements. Establishes data standards, governance frameworks, performance metrics, and compliance practices while monitoring and troubleshooting integration failures through an on-call rotation.

Processes IRA contributions, rollovers, conversions, transfers, distributions, tax payments, beneficiary accounts, and related documentation in compliance with IRS and firm requirements. Reconciles reports, general ledger accounts, checks, and tax forms; reviews applications and ACH requests; resolves errors; maintains client confidentiality; and provides backup support for Cash Management. The role also assists with ESOP transfers and stays current on IRA regulations and processing procedures.

Administer shareholder voting for managed accounts, including daily voting maintenance, account additions and closures, ballot record retention, voting request escalation, and supervision of prospectus mailings for mutual fund purchases. Provide backup support for managed-assets data reconciliation and perform additional assigned duties. The role requires accurate recordkeeping, confidentiality, professional communication, prioritization, multitasking, and reliable in-person attendance.

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.

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.

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.

Supports Wealth Management lending, cash management, and managed asset programs by coordinating advisory fee changes, assisting cross-functional product initiatives, guiding Financial Professionals, maintaining product documentation, and monitoring industry trends. The role emphasizes accurate execution, responsive advisor support, process improvement, project coordination, and effective communication across Wealth Management, Operations, Compliance, and Advisor Solutions teams.

Paid, nine-week Wealth Management Research Internship supporting portfolio analysis, investment due diligence, equity research, market commentary, and the Student Investment Program. Interns work with research analysts and associates, contribute to ad hoc projects, participate in leadership programming, and may prepare for the FINRA SIE exam. The role requires strong academics, analytical and communication skills, teamwork, U.S. work authorization, background and credit checks, and commitment to the full program.

Paid wealth management internship supporting Financial Advisors and their clients in a branch office. Interns develop wealth management skills, collaborate on client-support projects, build professional networks, and may prepare for the FINRA Securities Industry Essentials exam. The program includes branch experience, a Seattle leadership and team-building week, community service, and professional development. Applicants must be college students with strong academics, communication and teamwork skills, U.S. work authorization, and availability for the full nine-week program.

Nine-week, full-time paid internship offering undergraduate or graduate students rotational exposure across Wealth Management departments, including Finance, Research, Wealth Planning, Managed Solutions, Practice Management, and Trust. Interns also learn about Asset Management, Investment Banking, and Fixed Income Capital Markets, develop business and leadership knowledge, and study for the FINRA SIE exam. The program is based in Seattle and requires completion of sophomore year, U.S. work authorization, background and credit checks, and full participation.

Paid nine-week wealth management internship working with Financial Advisors and financial professionals in a branch office. Interns support client-related projects, learn wealth management practices, build professional networks, participate in leadership and community activities, and may prepare for and take the FINRA Securities Industry Essentials exam. The program requires at least 25 hours per week and includes an immersive week at the Seattle corporate office.

Paid nine-week wealth management internship working with Financial Advisors in a local branch. Interns support advisor and client projects, learn wealth management practices, build professional networks, participate in Seattle-based leadership and team-building activities, and receive preparation and sponsorship for the FINRA Securities Industry Essentials exam. Applicants must be college students who can commit to the full program and live locally without relocation assistance.

Paid nine-week wealth management internship working alongside Financial Advisors in a branch office. Interns support client and advisor projects, learn wealth management, build professional networks, participate in leadership and community activities, and may prepare for and take the FINRA SIE exam. The program requires at least 25 hours weekly, local housing arrangements, U.S. work authorization, and successful background, reference, and credit checks.

Paid nine-week wealth management internship supporting Financial Advisors and their clients in a local branch office. Interns gain exposure to financial services, collaborate on advisor projects, build professional networks, participate in leadership activities and community service, and may prepare for and take the FINRA Securities Industry Essentials exam. The program includes a corporate-office week in Seattle and requires commitment to the full program duration.

Paid nine-week wealth management internship working alongside Financial Advisors in a local branch office. Interns support client-focused projects, learn wealth management practices, build professional networks, participate in leadership and community activities, and may prepare for and take the FINRA Securities Industry Essentials exam. The program includes an immersive week at the Seattle corporate office and requires students to commit to the full program duration.

Paid nine-week wealth management internship working alongside Financial Advisors in a branch office. Interns support client and advisor projects, learn wealth management and financial services, build professional networks, participate in leadership and community activities, and may prepare for and take the FINRA SIE exam. Applicants must be college sophomores or later, demonstrate strong academics and interpersonal skills, meet work authorization and screening requirements, and live near the assigned branch.

Paid nine-week wealth management internship working with Financial Advisors and supporting client-related projects in a branch office. Interns gain financial services experience, attend leadership and professional development activities in Seattle, build networks, and may prepare for and take the FINRA Securities Industry Essentials exam. Candidates must be college students who have completed at least sophomore year, demonstrate strong academic and interpersonal skills, and be authorized to work in the United States.