Remote Jobs at D.A. Davidson

Candidates should possess a high school diploma, a willingness to study for and take FINRA SIE and Series 99 exams when deemed appropriate by management, a minimum of 2 years Davidson Operations experience or relevant security industry experience, strong communication skills both oral and written, substantial knowledge of the securities industry rules and regulations, a strong background in BETA Host, Thomson One, Envestnet and TRAX preferred, familiarity with general accounting principles, exce…

Candidates must have successfully completed the (SIE) Securities Industry Essentials and FINRA General Securities Representative (Series 7) Exam and Uniform Securities State Law Exam (Series 66 [or Series 63/65]), or the ability to obtain licensing, significant knowledge of the securities industry, post-secondary education preferred, solid technology skills (Microsoft Word, Excel and Outlook), and experience with Thomson ONE, Envestnet, CRM, and Money Guide Pro is preferred. Strong communication…

Candidates should possess a High School diploma or GED, or comparable work experience, and prefer post-secondary education. Prior industry experience is a plus, along with excellent communication skills (written and verbal), strong attention to detail and accuracy, proficient computer skills (Microsoft Word, Excel, and Outlook), and the ability to manage multiple demands and prioritize tasks effectively.