Account Manager, Financial Services
AlphaSenseSalary not specified
Full Time
Junior (1 to 2 years)
Not SpecifiedCompensation
Entry Level & New GradExperience Level
Full TimeJob Type
UnknownVisa
Financial ServicesIndustries
Skills
Key technologies and capabilities for this role
Questions & Answers
Common questions about this position
What is the salary for the Client Associate position?
This information is not specified in the job description.
Is this Client Associate role remote or office-based?
The role is based in the Bellevue, WA branch, indicating an office-based position.
What skills are required for the Client Associate role?
Required skills include solid technology skills in Microsoft Word, Excel, and Outlook, proven ability to build client relationships, and excellent communication and problem-solving skills.
What is the company culture like at D.A. Davidson?
D.A. Davidson supports a friendly, open, and supportive culture that encourages candid communication, productive engagement, integrity, ethics, and giving back to local communities.
What makes a strong candidate for the Client Associate position?
Strong candidates are exceptionally sharp, motivated, detail-oriented individuals with a passion for exceptional client experiences, collaborative teamwork, and accuracy, plus a high school diploma or equivalent and post-secondary education preferred.
D.A. Davidson
Provides wealth management and financial advisory services
About D.A. Davidson
D.A. Davidson & Co. provides personalized wealth management and financial advisory services to individuals, families, and businesses primarily in the United States. The firm offers a variety of services, including investment management, financial planning, and trust services, aimed at helping clients align their portfolios with their financial goals. D.A. Davidson employs a research-based approach to tailor solutions for a diverse client base, which includes individual investors and business owners. Unlike many competitors, D.A. Davidson has a long history dating back to 1935 and has grown through strategic acquisitions and organic growth, establishing a reputation as a trusted name in the financial services industry. The company's goal is to deliver personalized financial solutions that meet the unique needs of each client.
Great Falls, MontanaHeadquarters
2014Year Founded
VENTURE_UNKNOWNCompany Stage
Financial ServicesIndustries
1,001-5,000Employees
Benefits
Health Insurance
Dental Insurance
Vision Insurance
401(k) Company Match
Paid Vacation
Paid Sick Leave
Paid Holidays
Professional Development Budget
Tuition Reimbursement
Employee Discounts
Company Social Events
Risks
Competition in AI-driven financial services could challenge D.A. Davidson's market position.
Rapid AI technology evolution may outpace D.A. Davidson's current capabilities.
Resource diversion to Diversified Industrials may affect overall service quality.
Differentiation
D.A. Davidson offers personalized wealth management and financial advisory services in the U.S.
The firm has a strong focus on small to middle-market companies across various sectors.
D.A. Davidson's research-based approach aligns client portfolios with financial goals.
Upsides
The rise of digital wealth management platforms enhances personalized investment advice delivery.
Growth in middle-market private equity presents opportunities for D.A. Davidson's advisory services.
Increased focus on sustainable finance aligns with D.A. Davidson's advisory offerings.
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