D.A. Davidson Companies jobs in Denver, CO

D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning more than 80 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients' financial well-being, we also work to strengthen local communities-and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report. Summary/Function: We are currently seeking an experienced and multifaceted Wealth Planning leader to provide strategic direction for the Wealth Planning department of the Advisor Solutions Team, serve as an advocate and evangelist of D.A. Davidson Companies Wealth Planning services, and provide financial and estate planning expertise in consultation with Financial Professionals and their clients as a senior planner. This role has the opportunity to evolve and grow the planning offering in the context of a corporate culture and belief that planning is at the core of an exceptional client experience. We are seeking an experienced and passionate individual to lead and shape the future of planning at D.A. Davidson. In this player-coach role, the Director of Wealth Planning is expected to be a subject matter expert on a broad range of financial and estate planning strategies, and be masterful in client engagement particularly in complex cases. The Director of Wealth Planning engages in priority consulting services which range meetings with Davidson Financial Professionals and their individual clients, to conducting client seminars, leading internal training sessions, and speaking in a variety of internal and external forums. Qualifications:• Bachelor's Degree and a minimum of 10+ years of relative professional experience.• Prior leadership experience required• Experience as a Financial Professional preferred.• Juris Doctor and CFP strongly preferred• Series 7 and 66 (or 7, 63, and 65) required within first 6 months of employment• Life, Health, and Long-Term Care Insurance Licenses required within first 6 months of employment• Expert knowledge of MoneyGuidePro and familiarity with other planning tools and technology• Ability to analyze and simplify complicated wealth planning solutions to a variety of clientele• Leadership capabilities to see projects and initiatives to completion and to carry out the mission of the department.• Act as a key resource and contributor on cross-departmental projects. • Excellent interpersonal, communication, presentation and project management skills with the ability to collaborate across business divisions and teams.• Flexibility to travel to branches in the Davidson footprint, sometimes with short notice. • Ability to maintain regular, predictable attendance.• Intimate solid understanding of the Internal Revenue Code.• Experience in developing estate plans for ultra-high net-worth clients. Duties: • Responsible for all general business activities and departmental leadership including development and implementation of short and long-range department objectives and strategies, and tracking to completion. Manages budget and controls expenses. • Manages and executes customized client wealth planning analysis, recommendations, plan development, presentation, and execution in collaboration with Financial Professionals (FPs). • Consults with clients and FPs on a variety of planning strategies including estate planning, equity-based compensation, asset protection, multi-generational wealth transfer, federal and state death tax minimization, tax advantaged philanthropic gifting, business succession, wealth replacement, gifting, key-person insurance, qualified plans, and non-qualified deferred compensation. • Coordinates the design, development, implementation and assessment of all Wealth Planning programs and events.• Oversees all aspects of Wealth Planning Group activities and initiatives focused on Financial Professionals, to ensure quality training, education, and the execution of a planning practice.• Ensures department generates and delivers quality client-facing and advisor-facing educational materials.• Keeps current with tax and estate planning solutions by reading relevant journals, going to meetings/seminars and attending relevant courses.• Responsible for ensuring policies and procedures related to the planning process comply with all regulatory requirements, and are consistently executed by the Wealth Planning Group.• Performs other duties as assigned. What we offer:Competitive salary plus excellent benefits and perks including, but not limited to: • Medical, Dental and Vision• Company 401(k)and ESOP contribution • Generous sick, vacation, and maternity/parental leave• Paid holidays• Professional Development Opportunities• Tuition Reimbursement ($15,000 lifetime cap)• Discounted personal insurance including home, auto and recreational vehicles• Charitable gift-matching program• Davidson Day of Giving - Our tradition of positively impacting communities in which we live and work. The potential base pay hiring range for this role is $175,000 - $250,000 annually. The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate. D.A. Davidson has been in business for over 90 years! As an employee-owned company, our success is driven by our high standards of business ethics, integrity and the belief that our Associates are our most important assets. We hope you will consider joining us! We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. Please answer all questions carefully: incomplete or inaccurate answers may impact your potential employment. By clicking Submit Application, you declare that all statements in this application are truthful to the best of your knowledge. California applicants please see D.A. Davidson's California Resident Privacy Policy.

D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning more than 80 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients' financial well-being, we also work to strengthen local communities-and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report. Position OverviewWe are seeking a highly motivated and experienced Vice President, Fixed Income Trader with deep expertise in taxable bonds to join our institutional trading desk. This role has a primary emphasis on corporate bond trading, while also requiring a foundational understanding of mortgage-backed securities (MBS) and agency securities. The ideal candidate will possess a strong grasp of credit markets, trading strategies, and risk management, and will contribute meaningfully to trade execution, idea generation, and overall desk profitability.Key Responsibilities: Execute trades in investment-grade and high-yield corporate bonds across primary and secondary markets. Execute trades in other taxable asset classes as needed. Provide market color and liquidity insights to sales teams. Monitor market developments, credit spreads, and macroeconomic indicators to identify opportunities. Maintain and manage trading books in coordination with a senior trader, within established risk parameters. Ensure compliance with regulatory requirements and internal trading policies. Develop and maintain relationships with counterparties, including dealers and institutional clients. Qualifications: Bachelor's degree in Finance, Economics, or related field. 5+ years of experience trading corporate bonds in a buy-side or sell-side environment. Strong analytical skills and deep understanding of fixed income products. Proven track record of generating trading ideas and managing risk effectively. Excellent communication and interpersonal skills. Proficiency in Bloomberg, Tradeweb, MarketAxess, and other trading platforms. Ability to thrive in a fast-paced, collaborative environment. Securities Industry Essentials Exam Series 7 and 63 licenses required or the ability to obtain within 60 days. What we offer: Competitive salary Medical, Dental and Vision Company 401(k)and ESOP contribution Generous sick, vacation, and maternity/parental leave Paid holidays Professional Development Opportunities Tuition Reimbursement ($15,000 lifetime cap) Discounted personal insurance including home, auto and recreational vehicles Charitable gift-matching program Davidson Day of Giving - Our tradition of positively impacting communities in which we live and work. At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. Please answer all questions carefully: incomplete or inaccurate answers may impact your potential employment. By clicking Submit Application, you declare that all statements in this application are truthful to the best of your knowledge. California applicants please see D.A. Davidson's California Resident Privacy Policy.

D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning more than 80 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients' financial well-being, we also work to strengthen local communities-and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report. Summary:The position will manage and maintain an Application Maintenance and Support Model for our enterprise platforms including HRIS/HR platforms as well as ERP/financial systems such as Workday, Microsoft Dynamics GP, and other corporate applications. The employee will have a balanced focused on daily operations across these critical platforms that are used across multiple business units, as well as maturing our support models and application roadmaps. Daily operational oversight will include incident management, user provisioning and maintenance, audit assistance, and reporting of issues and enhancements to IT Management teams. The position will report to DA Davidson IT but will work closely with the various business units to assist in projects and initiatives that provide efficiencies and further integration into the cloud strategy. This role will require extensive contact with senior management, external partners, and IT staff to identify opportunities, research upcoming releases and feature impacts across platforms. Qualifications:• Bachelor's degree in information systems, Computer Science, or a related field; or an equivalent combination of education and experience. • ITIL v4 Foundations certification within one (1) year of hire date. Training and materials will be provided.• Several years of experience supporting enterprise business applications in a mid-sized or large organization is required, preferably with direct experience administering HRIS/HR platforms (Workday) as well as ERP/financial systems (e.g., Microsoft Dynamics GP) and other corporate applications.• Strong understanding of enterprise application support and integration concepts, including experience with data workflows or integrations between systems. • Ability to interpret and create technical documentation and business process workflows.• Familiarity with Workday (or similar HRIS) configuration and security setup, and with Dynamics GP (or similar ERP) administration is highly desired. • Solid knowledge of application security best practices - able to manage user roles, permissions, and segregation of duties within enterprise systems. • Awareness of data privacy and compliance requirements when handling HR and finance data. • Experience conducting or supporting audit processes for system access or data accuracy is beneficial.• Demonstrated ability to troubleshoot complex issues across multiple systems and find root causes in an efficient manner. • Proactive in identifying system risks or inefficiencies and adept at researching and implementing solutions or workarounds.• Excellent communication skills, both written and verbal. • Capable of translating technical information into business-friendly language. • Proven ability to work collaboratively with cross-functional teams.• High degree of self-motivation and ability to work independently with minimal supervision. • Strong organizational skills and attention to detail, especially when managing system changes or simultaneous projects. • Able to adapt quickly to changing priorities or regulatory requirements in the corporate environment. Duties:• Monitor and communicate upcoming changes to enterprise platforms, ensuring stakeholders are informed and prepared.• Collaborate with IT Risk teams to implement and maintain role-based access controls (RBAC), including automation of entitlement management.• Develop and maintain technical documentation, highlighting integration points and infrastructure dependencies.• Identify and participate in relevant communities, workshops, and training to stay ahead of platform trends and updates.• Coordinate with IT and vendors to manage major incidents and ensure timely resolution across supported platforms.• Lead efforts to maintain daily operational continuity and system stability, supporting the IT Service Desk with issue resolution guidance.• Define and enforce service level agreements (SLAs) in partnership with end users to set expectations for problem resolution.• Partner with business units to implement platform changes and enhancements that support daily operations and strategic goals.• Create and manage application roadmaps for Workday, Dynamics GP, and ATS systems, aligning with organizational priorities.• Maintain training materials and procedural documentation to support platform usage and administration.• Evaluate and recommend updates to policies and procedures, especially in anticipation of business growth or expansion.• Support regulatory audits and legal requests by providing relevant system data and documentation.• Represent IT in firm-wide initiatives and projects related to core platforms.• Facilitate regular meetings with business leaders to escalate issues and drive platform improvements.• Participate in vendor-led training and conferences to gather insights and identify potential impacts to enterprise platforms.• Apply project management and Agile-Scrum methodologies to guide platform-related initiatives.• Establish and uphold change management and quality assurance standards across supported systems.• Develop and maintain quality assurance materials and actively participate in testing activities.• Perform other related duties as assigned. What we offer:Competitive salary plus excellent benefits and perks including, but not limited to: • Medical, Dental and Vision• Company 401(k)and ESOP contribution • Generous sick, vacation, and maternity/parental leave• Paid holidays• Professional Development Opportunities• Tuition Reimbursement ($15,000 lifetime cap)• Discounted personal insurance including home, auto and recreational vehicles• Charitable gift-matching program• Davidson Day of Giving - Our tradition of positively impacting communities in which we live and work. The potential base pay hiring range for this role is $29.00 - $31.00 per hour. The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. Please answer all questions carefully: incomplete or inaccurate answers may impact your potential employment. By clicking Submit Application, you declare that all statements in this application are truthful to the best of your knowledge. California applicants please see D.A. Davidson's California Resident Privacy Policy.

Job DescriptionD.A. Davidson & Co. - the Strength of AdviceOur firm delivers a breadth of quality financial solutions to individual and institutional investors, companies, and government entities. D.A. Davidson Companies provides straightforward, personalized advice, nationally recognized research, and capital market investment banking expertise to clients who need help achieving their strategic financial goals. Investment Banking - Experienced Analyst D.A. Davidson & Co., a leading full-service investment banking firm with operations nationwide, is accepting applicants for a full-time Experienced Analyst position working with the firm's Investment Banking Diversified Industrials Group. The Experienced Analyst will play an important role working with senior bankers on strategic assignments, assisting clients with mergers and acquisitions, public offerings, private placements and other advisory services. Qualifications: Bright, professional, and motivated with the desire to excel in an intellectually challenging environment 2-3 years of experience working in investment banking or transaction experience in related fields such as accounting, consulting or corporate finance required. Interest and curiosity in the Diversified Industrials sector Bachelor's degree with a minimum 3.5 GPA. Working knowledge of business software (especially Word, Excel and PowerPoint). High level of financial knowledge (financial modeling, macroeconomics, current events, etc.). Excellent verbal and written communications skills, strong work ethic and teamwork skills. Self-motivated, with a strong desire to excel in a challenging field. Good judgment in confidential situations and ability to exercise discretion when handling confidential information. Flexibility to work long hours, nights, and weekends, as needed for workflow. Possession of Securities Industries Essentials (SIE), Series 79, and 63 licenses preferred but not required. New hires without these licenses will require successful completion upon hiring. In this role you will: Develop financial modules to analyze a wide variety of client-specific projects. Collaborate with an industry team from peer analysts to managing directors. Prepare research/analytical content for pitch books, memorandums, presentations, and other projects. Support business development activities of senior investment bankers. Attend client meetings and interact on transactional and technical issues. Actively participate in live deals, such as M&A, IPOs, and advisory. The potential base pay hiring range for this role is $105,000 - $115,000 per year. The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate. This role is eligible to participate in applicable D.A. Davidson variable compensation programs.At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. Please answer all questions carefully: incomplete or inaccurate answers may impact your potential employment. By clicking Submit Application, you declare that all statements in this application are truthful to the best of your knowledge. California applicants please see D.A. Davidson's California Resident Privacy Policy. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job DescriptionD.A. Davidson Companies is an independent, employee-owned company with a rich history spanning more than 80 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients' financial well-being, we also work to strengthen local communities-and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report. The Development Finance Group is a team of bankers and associates dedicated to raising capital for public infrastructure development. This team built a specialty practice over the past 30 years and is actively growing into markets with demand for public infrastructure. We are currently seeking a qualified Analyst within the Development Finance Group Public Finance team. In addition to strong analytical and communication skills, the most successful applicant will demonstrate a high degree of emotional intelligence and will thrive in a fast growing, highly collaborative team.Qualifications: Bachelor's Degree Proactive and analytical approach, ability to process information quickly and make sound decisions within strict time constraints. Excellent interpersonal, communication, presentation and project management skills with the ability to collaborate effectively. Proven ability to collaborate with a team in a dynamic, client-centric environment. Proficient computer skills, able to utilize new systems or programs as necessary. Experience in one or more of the following areas a plus: municipal bond analysis; real estate finance; land development finance; municipal underwriting. Duties: Assist in the preparation of high-quality, persuasive proposals to provide investment banking services to potential clients (RFP Responses). Partner with the bankers and conduct analysis with a focus on the larger context including the client's goals and expectations. Assist in the preparation of bond documents to include Credit Summaries, Offering Memorandum, Closing Memos, Pricing Materials, Credit Presentations and Insurance Applications. Research issuer financial information using public and internal resources. Research industry and financial market trends, running data queries and analyzing such data. Assist in the quantitative and qualitative preparation and presentation of internal credit memos and external publications. Develop and maintain complex spreadsheets and databases. Work with outside vendors to obtain aerial photos of projects. Monitor and track activities of credit rating agencies in target sectors and keep database of relevant or potentially relevant credit reports for future access. Brief bankers on important, relevant, examples and overall trends. Perform any other duties and special projects as assigned. The potential base pay hiring range for this role is $85,000 - $90,000 per year. The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate. This role is eligible to participate in applicable D.A. Davidson variable compensation programs. At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. Please answer all questions carefully: incomplete or inaccurate answers may impact your potential employment. By clicking Submit Application, you declare that all statements in this application are truthful to the best of your knowledge. California applicants please see D.A. Davidson's California Resident Privacy Policy. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job DescriptionD.A. Davidson Companies is an independent, employee-owned company with a rich history spanning more than 80 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients' financial well-being, we also work to strengthen local communities-and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report. Summary/Function: We are currently seeking an experienced and multifaceted Wealth Planning leader to provide strategic direction for the Wealth Planning department of the Advisor Solutions Team, serve as an advocate and evangelist of D.A. Davidson Companies Wealth Planning services, and provide financial and estate planning expertise in consultation with Financial Professionals and their clients as a senior planner. This role has the opportunity to evolve and grow the planning offering in the context of a corporate culture and belief that planning is at the core of an exceptional client experience. We are seeking an experienced and passionate individual to lead and shape the future of planning at D.A. Davidson. In this player-coach role, the Director of Wealth Planning is expected to be a subject matter expert on a broad range of financial and estate planning strategies, and be masterful in client engagement particularly in complex cases. The Director of Wealth Planning engages in priority consulting services which range meetings with Davidson Financial Professionals and their individual clients, to conducting client seminars, leading internal training sessions, and speaking in a variety of internal and external forums. Qualifications:•Bachelor's Degree and a minimum of 10+ years of relative professional experience.•Prior leadership experience required•Experience as a Financial Professional preferred.•Juris Doctor and CFP strongly preferred•Series 7 and 66 (or 7, 63, and 65) required within first 6 months of employment•Life, Health, and Long-Term Care Insurance Licenses required within first 6 months of employment•Expert knowledge of MoneyGuidePro and familiarity with other planning tools and technology•Ability to analyze and simplify complicated wealth planning solutions to a variety of clientele•Leadership capabilities to see projects and initiatives to completion and to carry out the mission of the department.•Act as a key resource and contributor on cross-departmental projects. •Excellent interpersonal, communication, presentation and project management skills with the ability to collaborate across business divisions and teams.•Flexibility to travel to branches in the Davidson footprint, sometimes with short notice. •Ability to maintain regular, predictable attendance.•Intimate solid understanding of the Internal Revenue Code.•Experience in developing estate plans for ultra-high net-worth clients. Duties: •Responsible for all general business activities and departmental leadership including development and implementation of short and long-range department objectives and strategies, and tracking to completion. Manages budget and controls expenses. •Manages and executes customized client wealth planning analysis, recommendations, plan development, presentation, and execution in collaboration with Financial Professionals (FPs). •Consults with clients and FPs on a variety of planning strategies including estate planning, equity-based compensation, asset protection, multi-generational wealth transfer, federal and state death tax minimization, tax advantaged philanthropic gifting, business succession, wealth replacement, gifting, key-person insurance, qualified plans, and non-qualified deferred compensation. •Coordinates the design, development, implementation and assessment of all Wealth Planning programs and events.•Oversees all aspects of Wealth Planning Group activities and initiatives focused on Financial Professionals, to ensure quality training, education, and the execution of a planning practice.•Ensures department generates and delivers quality client-facing and advisor-facing educational materials.•Keeps current with tax and estate planning solutions by reading relevant journals, going to meetings/seminars and attending relevant courses.•Responsible for ensuring policies and procedures related to the planning process comply with all regulatory requirements, and are consistently executed by the Wealth Planning Group.•Performs other duties as assigned. What we offer:Competitive salary plus excellent benefits and perks including, but not limited to: •Medical, Dental and Vision•Company 401(k)and ESOP contribution •Generous sick, vacation, and maternity/parental leave•Paid holidays•Professional Development Opportunities•Tuition Reimbursement ($15,000 lifetime cap)•Discounted personal insurance including home, auto and recreational vehicles•Charitable gift-matching program•Davidson Day of Giving - Our tradition of positively impacting communities in which we live and work. The potential base pay hiring range for this role is $175,000 - $250,000 annually. The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate. D.A. Davidson has been in business for over 90 years! As an employee-owned company, our success is driven by our high standards of business ethics, integrity and the belief that our Associates are our most important assets. We hope you will consider joining us! We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. Please answer all questions carefully: incomplete or inaccurate answers may impact your potential employment. By clicking Submit Application, you declare that all statements in this application are truthful to the best of your knowledge. California applicants please see D.A. Davidson's California Resident Privacy Policy. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job DescriptionD.A. Davidson Companies is an independent, employee-owned company with a rich history spanning more than 80 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients' financial well-being, we also work to strengthen local communities-and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report. Summary:The position will manage and maintain an Application Maintenance and Support Model for our enterprise platforms including HRIS/HR platforms as well as ERP/financial systems such as Workday, Microsoft Dynamics GP, and other corporate applications. The employee will have a balanced focused on daily operations across these critical platforms that are used across multiple business units, as well as maturing our support models and application roadmaps. Daily operational oversight will include incident management, user provisioning and maintenance, audit assistance, and reporting of issues and enhancements to IT Management teams. The position will report to DA Davidson IT but will work closely with the various business units to assist in projects and initiatives that provide efficiencies and further integration into the cloud strategy. This role will require extensive contact with senior management, external partners, and IT staff to identify opportunities, research upcoming releases and feature impacts across platforms. Qualifications:•Bachelor's degree in information systems, Computer Science, or a related field; or an equivalent combination of education and experience. •ITIL v4 Foundations certification within one (1) year of hire date. Training and materials will be provided.•Several years of experience supporting enterprise business applications in a mid-sized or large organization is required, preferably with direct experience administering HRIS/HR platforms (Workday) as well as ERP/financial systems (e.g., Microsoft Dynamics GP) and other corporate applications.•Strong understanding of enterprise application support and integration concepts, including experience with data workflows or integrations between systems. •Ability to interpret and create technical documentation and business process workflows.•Familiarity with Workday (or similar HRIS) configuration and security setup, and with Dynamics GP (or similar ERP) administration is highly desired. •Solid knowledge of application security best practices - able to manage user roles, permissions, and segregation of duties within enterprise systems. •Awareness of data privacy and compliance requirements when handling HR and finance data. •Experience conducting or supporting audit processes for system access or data accuracy is beneficial.•Demonstrated ability to troubleshoot complex issues across multiple systems and find root causes in an efficient manner. •Proactive in identifying system risks or inefficiencies and adept at researching and implementing solutions or workarounds.•Excellent communication skills, both written and verbal. •Capable of translating technical information into business-friendly language. •Proven ability to work collaboratively with cross-functional teams.•High degree of self-motivation and ability to work independently with minimal supervision. •Strong organizational skills and attention to detail, especially when managing system changes or simultaneous projects. •Able to adapt quickly to changing priorities or regulatory requirements in the corporate environment. Duties:•Monitor and communicate upcoming changes to enterprise platforms, ensuring stakeholders are informed and prepared.•Collaborate with IT Risk teams to implement and maintain role-based access controls (RBAC), including automation of entitlement management.•Develop and maintain technical documentation, highlighting integration points and infrastructure dependencies.•Identify and participate in relevant communities, workshops, and training to stay ahead of platform trends and updates.•Coordinate with IT and vendors to manage major incidents and ensure timely resolution across supported platforms.•Lead efforts to maintain daily operational continuity and system stability, supporting the IT Service Desk with issue resolution guidance.•Define and enforce service level agreements (SLAs) in partnership with end users to set expectations for problem resolution.•Partner with business units to implement platform changes and enhancements that support daily operations and strategic goals.•Create and manage application roadmaps for Workday, Dynamics GP, and ATS systems, aligning with organizational priorities.•Maintain training materials and procedural documentation to support platform usage and administration.•Evaluate and recommend updates to policies and procedures, especially in anticipation of business growth or expansion.•Support regulatory audits and legal requests by providing relevant system data and documentation.•Represent IT in firm-wide initiatives and projects related to core platforms.•Facilitate regular meetings with business leaders to escalate issues and drive platform improvements.•Participate in vendor-led training and conferences to gather insights and identify potential impacts to enterprise platforms.•Apply project management and Agile-Scrum methodologies to guide platform-related initiatives.•Establish and uphold change management and quality assurance standards across supported systems.•Develop and maintain quality assurance materials and actively participate in testing activities.•Perform other related duties as assigned. What we offer:Competitive salary plus excellent benefits and perks including, but not limited to: •Medical, Dental and Vision•Company 401(k)and ESOP contribution •Generous sick, vacation, and maternity/parental leave•Paid holidays•Professional Development Opportunities•Tuition Reimbursement ($15,000 lifetime cap)•Discounted personal insurance including home, auto and recreational vehicles•Charitable gift-matching program•Davidson Day of Giving - Our tradition of positively impacting communities in which we live and work. The potential base pay hiring range for this role is $29.00 - $31.00 per hour. The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. Please answer all questions carefully: incomplete or inaccurate answers may impact your potential employment. By clicking Submit Application, you declare that all statements in this application are truthful to the best of your knowledge. California applicants please see D.A. Davidson's California Resident Privacy Policy. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job DescriptionD.A. Davidson Companies is an independent, employee-owned company with a rich history spanning more than 80 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients' financial well-being, we also work to strengthen local communities-and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report. Summary: This position is responsible for the creation and presentation of planning recommendations for a subset of the firm's client population in the ultra-high net worth space, the provision of guidance to the firm's financial advisors acting within the high net worth and ultra-high net worth space in support of their planning activities, as well as a content creation provider in various key areas of wealth planning. This position is uniquely situated to work directly with clients from the mass-affluent up to and including the ultra-high net worth clientele, providing a wonderful opportunity to showcase technical proficiencies in all areas of wealth planning. Qualifications:•Minimum of a Bachelors degree, preferably in business or a related field.•Applicable industry experience including specialization in one or more key areas of wealth planning, such as exit planning, business transition or philanthropic planning.•Certified Financial Planner (CFP ) designation or willingness to complete. J.D. or other academic achievement may be accepted in lieu of CFP designation. •6+ years industry experience in financial/wealth planning and/or some related field.•Excellent written and verbal communication skills. Strong presentations skills are a must.•Must be detail-oriented and possess exceptional organizational skills. •Ability to organize, analyze, and process client personal and financial data from multiple sources.•Ability to delegate and coordinate project workflows to appropriate internal and external partners efficiently and in a timely fashion. Good collaboration skills are critical.•Ability to work under tight deadlines and shifting priorities.•Ability to prioritize workflow with minimal direction.•Ability to learn and become proficient with MoneyGuide Pro and eMoney planning tools as well as other financial planning software.•Able to work independently and be a self-starter.•FINRA Series 7 and 66, or willingness to complete.•A willingness to travel for in-person client meetings is required. Duties:•Work closely with the Director of Wealth Planning in the preparation and delivery of planning-based proposals to the firm's high net worth and ultra-high net worth clients.•Day-to-day management and completion of client engagement opportunities as they are assigned.•Produce Thought Leadership Capital in the form of white papers, videos and webinars, in the various areas of expertise covered by the Wealth Planning group.•Coordinate communication and task management between clients and external client advisors such as attorneys, CPA's, insurance professionals, etc.•Develop strong working relationships with Financial Advisors and provide training and assistance in all aspects of wealth planning.•Travel on a regular basis to retail branches is expected.•Ensure compliance with all company and departmental policies and procedures. What we offer:Competitive salary plus excellent benefits and perks including, but not limited to: •Company 401(k)and ESOP contribution •Generous sick, vacation, and maternity/parental leave•Paid holidays•Professional Development Opportunities•Discounted personal insurance including home, auto and recreational vehicles•Charitable gift-matching program•Davidson Day of Giving - Our tradition of positively impacting communities in which we live and work. The potential base pay hiring range for this role is $160,000 - 175,000. The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate. This role is eligible to participate in applicable D.A. Davidson variable compensation programs. D.A. Davidson has been in business for 90 years! As an employee-owned company, our success is driven by our high standards of business ethics, integrity and the belief that our Associates are our most important assets. We hope you will consider joining us! We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. Please answer all questions carefully: incomplete or inaccurate answers may impact your potential employment. By clicking Submit Application, you declare that all statements in this application are truthful to the best of your knowledge. California applicants please see D.A. Davidson's California Resident Privacy Policy. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job DescriptionD.A. Davidson Companies is an independent, employee-owned company with a rich history spanning more than 80 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients' financial well-being, we also work to strengthen local communities-and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report. Position OverviewWe are seeking a highly motivated and experienced Vice President, Fixed Income Trader with deep expertise in taxable bonds to join our institutional trading desk. This role has a primary emphasis on corporate bond trading, while also requiring a foundational understanding of mortgage-backed securities (MBS) and agency securities. The ideal candidate will possess a strong grasp of credit markets, trading strategies, and risk management, and will contribute meaningfully to trade execution, idea generation, and overall desk profitability.Key Responsibilities: Execute trades in investment-grade and high-yield corporate bonds across primary and secondary markets. Execute trades in other taxable asset classes as needed. Provide market color and liquidity insights to sales teams. Monitor market developments, credit spreads, and macroeconomic indicators to identify opportunities. Maintain and manage trading books in coordination with a senior trader, within established risk parameters. Ensure compliance with regulatory requirements and internal trading policies. Develop and maintain relationships with counterparties, including dealers and institutional clients. Qualifications: Bachelor's degree in Finance, Economics, or related field. 5+ years of experience trading corporate bonds in a buy-side or sell-side environment. Strong analytical skills and deep understanding of fixed income products. Proven track record of generating trading ideas and managing risk effectively. Excellent communication and interpersonal skills. Proficiency in Bloomberg, Tradeweb, MarketAxess, and other trading platforms. Ability to thrive in a fast-paced, collaborative environment. Securities Industry Essentials Exam Series 7 and 63 licenses required or the ability to obtain within 60 days. What we offer: Competitive salary Medical, Dental and Vision Company 401(k)and ESOP contribution Generous sick, vacation, and maternity/parental leave Paid holidays Professional Development Opportunities Tuition Reimbursement ($15,000 lifetime cap) Discounted personal insurance including home, auto and recreational vehicles Charitable gift-matching program Davidson Day of Giving - Our tradition of positively impacting communities in which we live and work. The potential base pay hiring range for this role is $100,000 - $125,000 per year. The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate. This role is eligible to participate in applicable D.A. Davidson variable compensation programs.At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. Please answer all questions carefully: incomplete or inaccurate answers may impact your potential employment. By clicking Submit Application, you declare that all statements in this application are truthful to the best of your knowledge. California applicants please see D.A. Davidson's California Resident Privacy Policy. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

D.A. Davidson & Co. - the Strength of Advice Our firm delivers a breadth of quality financial solutions to individual and institutional investors, companies, and government entities. D.A. Davidson Companies provides straightforward, personalized advice, nationally recognized research, and capital market investment banking expertise to clients who need help achieving their strategic financial goals. Investment Banking - Experienced Analyst D.A. Davidson & Co., a leading full-service investment banking firm with operations nationwide, is accepting applicants for a full-time Experienced Analyst position working with the firm's Investment Banking Diversified Industrials Group. The Experienced Analyst will play an important role working with senior bankers on strategic assignments, assisting clients with mergers and acquisitions, public offerings, private placements and other advisory services. Qualifications: * Bright, professional, and motivated with the desire to excel in an intellectually challenging environment * 2-3 years of experience working in investment banking or transaction experience in related fields such as accounting, consulting or corporate finance required. * Interest and curiosity in the Diversified Industrials sector * Bachelor's degree with a minimum 3.5 GPA. * Working knowledge of business software (especially Word, Excel and PowerPoint). * High level of financial knowledge (financial modeling, macroeconomics, current events, etc.). * Excellent verbal and written communications skills, strong work ethic and teamwork skills. Self-motivated, with a strong desire to excel in a challenging field. * Good judgment in confidential situations and ability to exercise discretion when handling confidential information. * Flexibility to work long hours, nights, and weekends, as needed for workflow. * Possession of Securities Industries Essentials (SIE), Series 79, and 63 licenses preferred but not required. New hires without these licenses will require successful completion upon hiring. In this role you will: * Develop financial modules to analyze a wide variety of client-specific projects. * Collaborate with an industry team from peer analysts to managing directors. * Prepare research/analytical content for pitch books, memorandums, presentations, and other projects. * Support business development activities of senior investment bankers. * Attend client meetings and interact on transactional and technical issues. * Actively participate in live deals, such as M&A, IPOs, and advisory. $105,000 - $115,000 a year The potential base pay hiring range for this role is $105,000 - $115,000 per year. The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate. This role is eligible to participate in applicable D.A. Davidson variable compensation programs. At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. Please answer all questions carefully: incomplete or inaccurate answers may impact your potential employment. By clicking Submit Application, you declare that all statements in this application are truthful to the best of your knowledge. California applicants please see D.A. Davidson's California Resident Privacy Policy. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning more than 80 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients' financial well-being, we also work to strengthen local communities-and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report. Summary: The position will manage and maintain an Application Maintenance and Support Model for our enterprise platforms including HRIS/HR platforms as well as ERP/financial systems such as Workday, Microsoft Dynamics GP, and other corporate applications. The employee will have a balanced focused on daily operations across these critical platforms that are used across multiple business units, as well as maturing our support models and application roadmaps. Daily operational oversight will include incident management, user provisioning and maintenance, audit assistance, and reporting of issues and enhancements to IT Management teams. The position will report to DA Davidson IT but will work closely with the various business units to assist in projects and initiatives that provide efficiencies and further integration into the cloud strategy. This role will require extensive contact with senior management, external partners, and IT staff to identify opportunities, research upcoming releases and feature impacts across platforms. Qualifications: * Bachelor's degree in information systems, Computer Science, or a related field; or an equivalent combination of education and experience. * ITIL v4 Foundations certification within one (1) year of hire date. Training and materials will be provided. * Several years of experience supporting enterprise business applications in a mid-sized or large organization is required, preferably with direct experience administering HRIS/HR platforms (Workday) as well as ERP/financial systems (e.g., Microsoft Dynamics GP) and other corporate applications. * Strong understanding of enterprise application support and integration concepts, including experience with data workflows or integrations between systems. * Ability to interpret and create technical documentation and business process workflows. * Familiarity with Workday (or similar HRIS) configuration and security setup, and with Dynamics GP (or similar ERP) administration is highly desired. * Solid knowledge of application security best practices - able to manage user roles, permissions, and segregation of duties within enterprise systems. * Awareness of data privacy and compliance requirements when handling HR and finance data. * Experience conducting or supporting audit processes for system access or data accuracy is beneficial. * Demonstrated ability to troubleshoot complex issues across multiple systems and find root causes in an efficient manner. * Proactive in identifying system risks or inefficiencies and adept at researching and implementing solutions or workarounds. * Excellent communication skills, both written and verbal. * Capable of translating technical information into business-friendly language. * Proven ability to work collaboratively with cross-functional teams. * High degree of self-motivation and ability to work independently with minimal supervision. * Strong organizational skills and attention to detail, especially when managing system changes or simultaneous projects. * Able to adapt quickly to changing priorities or regulatory requirements in the corporate environment. Duties: * Monitor and communicate upcoming changes to enterprise platforms, ensuring stakeholders are informed and prepared. * Collaborate with IT Risk teams to implement and maintain role-based access controls (RBAC), including automation of entitlement management. * Develop and maintain technical documentation, highlighting integration points and infrastructure dependencies. * Identify and participate in relevant communities, workshops, and training to stay ahead of platform trends and updates. * Coordinate with IT and vendors to manage major incidents and ensure timely resolution across supported platforms. * Lead efforts to maintain daily operational continuity and system stability, supporting the IT Service Desk with issue resolution guidance. * Define and enforce service level agreements (SLAs) in partnership with end users to set expectations for problem resolution. * Partner with business units to implement platform changes and enhancements that support daily operations and strategic goals. * Create and manage application roadmaps for Workday, Dynamics GP, and ATS systems, aligning with organizational priorities. * Maintain training materials and procedural documentation to support platform usage and administration. * Evaluate and recommend updates to policies and procedures, especially in anticipation of business growth or expansion. * Support regulatory audits and legal requests by providing relevant system data and documentation. * Represent IT in firm-wide initiatives and projects related to core platforms. * Facilitate regular meetings with business leaders to escalate issues and drive platform improvements. * Participate in vendor-led training and conferences to gather insights and identify potential impacts to enterprise platforms. * Apply project management and Agile-Scrum methodologies to guide platform-related initiatives. * Establish and uphold change management and quality assurance standards across supported systems. * Develop and maintain quality assurance materials and actively participate in testing activities. * Perform other related duties as assigned. What we offer: Competitive salary plus excellent benefits and perks including, but not limited to: * Medical, Dental and Vision * Company 401(k)and ESOP contribution * Generous sick, vacation, and maternity/parental leave * Paid holidays * Professional Development Opportunities * Tuition Reimbursement ($15,000 lifetime cap) * Discounted personal insurance including home, auto and recreational vehicles * Charitable gift-matching program * Davidson Day of Giving - Our tradition of positively impacting communities in which we live and work. The potential base pay hiring range for this role is $29.00 - $31.00 per hour. The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. $29 - $31 an hour At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. Please answer all questions carefully: incomplete or inaccurate answers may impact your potential employment. By clicking Submit Application, you declare that all statements in this application are truthful to the best of your knowledge. California applicants please see D.A. Davidson's California Resident Privacy Policy. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning more than 80 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients' financial well-being, we also work to strengthen local communities-and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report. Summary/Function: We are currently seeking an experienced and multifaceted Wealth Planning leader to provide strategic direction for the Wealth Planning department of the Advisor Solutions Team, serve as an advocate and evangelist of D.A. Davidson Companies Wealth Planning services, and provide financial and estate planning expertise in consultation with Financial Professionals and their clients as a senior planner. This role has the opportunity to evolve and grow the planning offering in the context of a corporate culture and belief that planning is at the core of an exceptional client experience. We are seeking an experienced and passionate individual to lead and shape the future of planning at D.A. Davidson. In this player-coach role, the Director of Wealth Planning is expected to be a subject matter expert on a broad range of financial and estate planning strategies, and be masterful in client engagement particularly in complex cases. The Director of Wealth Planning engages in priority consulting services which range meetings with Davidson Financial Professionals and their individual clients, to conducting client seminars, leading internal training sessions, and speaking in a variety of internal and external forums. Qualifications: * Bachelor's Degree and a minimum of 10+ years of relative professional experience. * Prior leadership experience required * Experience as a Financial Professional preferred. * Juris Doctor and CFP strongly preferred * Series 7 and 66 (or 7, 63, and 65) required within first 6 months of employment * Life, Health, and Long-Term Care Insurance Licenses required within first 6 months of employment * Expert knowledge of MoneyGuidePro and familiarity with other planning tools and technology * Ability to analyze and simplify complicated wealth planning solutions to a variety of clientele * Leadership capabilities to see projects and initiatives to completion and to carry out the mission of the department. * Act as a key resource and contributor on cross-departmental projects. * Excellent interpersonal, communication, presentation and project management skills with the ability to collaborate across business divisions and teams. * Flexibility to travel to branches in the Davidson footprint, sometimes with short notice. * Ability to maintain regular, predictable attendance. * Intimate solid understanding of the Internal Revenue Code. * Experience in developing estate plans for ultra-high net-worth clients. Duties: * Responsible for all general business activities and departmental leadership including development and implementation of short and long-range department objectives and strategies, and tracking to completion. Manages budget and controls expenses. * Manages and executes customized client wealth planning analysis, recommendations, plan development, presentation, and execution in collaboration with Financial Professionals (FPs). * Consults with clients and FPs on a variety of planning strategies including estate planning, equity-based compensation, asset protection, multi-generational wealth transfer, federal and state death tax minimization, tax advantaged philanthropic gifting, business succession, wealth replacement, gifting, key-person insurance, qualified plans, and non-qualified deferred compensation. * Coordinates the design, development, implementation and assessment of all Wealth Planning programs and events. * Oversees all aspects of Wealth Planning Group activities and initiatives focused on Financial Professionals, to ensure quality training, education, and the execution of a planning practice. * Ensures department generates and delivers quality client-facing and advisor-facing educational materials. * Keeps current with tax and estate planning solutions by reading relevant journals, going to meetings/seminars and attending relevant courses. * Responsible for ensuring policies and procedures related to the planning process comply with all regulatory requirements, and are consistently executed by the Wealth Planning Group. * Performs other duties as assigned. What we offer: Competitive salary plus excellent benefits and perks including, but not limited to: * Medical, Dental and Vision * Company 401(k)and ESOP contribution * Generous sick, vacation, and maternity/parental leave * Paid holidays * Professional Development Opportunities * Tuition Reimbursement ($15,000 lifetime cap) * Discounted personal insurance including home, auto and recreational vehicles * Charitable gift-matching program * Davidson Day of Giving - Our tradition of positively impacting communities in which we live and work. The potential base pay hiring range for this role is $175,000 - $250,000 annually. The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate. D.A. Davidson has been in business for over 90 years! As an employee-owned company, our success is driven by our high standards of business ethics, integrity and the belief that our Associates are our most important assets. We hope you will consider joining us! We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. $175,000 - $250,000 a year At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. Please answer all questions carefully: incomplete or inaccurate answers may impact your potential employment. By clicking Submit Application, you declare that all statements in this application are truthful to the best of your knowledge. California applicants please see D.A. Davidson's California Resident Privacy Policy. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning more than 80 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients' financial well-being, we also work to strengthen local communities-and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report. The Development Finance Group is a team of bankers and associates dedicated to raising capital for public infrastructure development. This team built a specialty practice over the past 30 years and is actively growing into markets with demand for public infrastructure. We are currently seeking a qualified Analyst within the Development Finance Group Public Finance team. In addition to strong analytical and communication skills, the most successful applicant will demonstrate a high degree of emotional intelligence and will thrive in a fast growing, highly collaborative team. Qualifications: * Bachelor's Degree * Proactive and analytical approach, ability to process information quickly and make sound decisions within strict time constraints. * Excellent interpersonal, communication, presentation and project management skills with the ability to collaborate effectively. * Proven ability to collaborate with a team in a dynamic, client-centric environment. * Proficient computer skills, able to utilize new systems or programs as necessary. * Experience in one or more of the following areas a plus: municipal bond analysis; real estate finance; land development finance; municipal underwriting. Duties: * Assist in the preparation of high-quality, persuasive proposals to provide investment banking services to potential clients (RFP Responses). * Partner with the bankers and conduct analysis with a focus on the larger context including the client's goals and expectations. * Assist in the preparation of bond documents to include Credit Summaries, Offering Memorandum, Closing Memos, Pricing Materials, Credit Presentations and Insurance Applications. * Research issuer financial information using public and internal resources. * Research industry and financial market trends, running data queries and analyzing such data. * Assist in the quantitative and qualitative preparation and presentation of internal credit memos and external publications. * Develop and maintain complex spreadsheets and databases. * Work with outside vendors to obtain aerial photos of projects. * Monitor and track activities of credit rating agencies in target sectors and keep database of relevant or potentially relevant credit reports for future access. Brief bankers on important, relevant, examples and overall trends. * Perform any other duties and special projects as assigned. $85,000 - $90,000 a year The potential base pay hiring range for this role is $85,000 - $90,000 per year. The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate. This role is eligible to participate in applicable D.A. Davidson variable compensation programs. At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. Please answer all questions carefully: incomplete or inaccurate answers may impact your potential employment. By clicking Submit Application, you declare that all statements in this application are truthful to the best of your knowledge. California applicants please see D.A. Davidson's California Resident Privacy Policy. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning more than 80 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients' financial well-being, we also work to strengthen local communities-and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report. Position Overview We are seeking a highly motivated and experienced Vice President, Fixed Income Trader with deep expertise in taxable bonds to join our institutional trading desk. This role has a primary emphasis on corporate bond trading, while also requiring a foundational understanding of mortgage-backed securities (MBS) and agency securities. The ideal candidate will possess a strong grasp of credit markets, trading strategies, and risk management, and will contribute meaningfully to trade execution, idea generation, and overall desk profitability. Key Responsibilities: * Execute trades in investment-grade and high-yield corporate bonds across primary and secondary markets. * Execute trades in other taxable asset classes as needed. * Provide market color and liquidity insights to sales teams. * Monitor market developments, credit spreads, and macroeconomic indicators to identify opportunities. * Maintain and manage trading books in coordination with a senior trader, within established risk parameters. * Ensure compliance with regulatory requirements and internal trading policies. * Develop and maintain relationships with counterparties, including dealers and institutional clients. Qualifications: * Bachelor's degree in Finance, Economics, or related field. * 5+ years of experience trading corporate bonds in a buy-side or sell-side environment. * Strong analytical skills and deep understanding of fixed income products. * Proven track record of generating trading ideas and managing risk effectively. * Excellent communication and interpersonal skills. * Proficiency in Bloomberg, Tradeweb, MarketAxess, and other trading platforms. * Ability to thrive in a fast-paced, collaborative environment. * Securities Industry Essentials Exam Series 7 and 63 licenses required or the ability to obtain within 60 days. What we offer: * Competitive salary * Medical, Dental and Vision * Company 401(k)and ESOP contribution * Generous sick, vacation, and maternity/parental leave * Paid holidays * Professional Development Opportunities * Tuition Reimbursement ($15,000 lifetime cap) * Discounted personal insurance including home, auto and recreational vehicles * Charitable gift-matching program * Davidson Day of Giving - Our tradition of positively impacting communities in which we live and work. $100,000 - $125,000 a year The potential base pay hiring range for this role is $100,000 - $125,000 per year. The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate. This role is eligible to participate in applicable D.A. Davidson variable compensation programs. At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. Please answer all questions carefully: incomplete or inaccurate answers may impact your potential employment. By clicking Submit Application, you declare that all statements in this application are truthful to the best of your knowledge. California applicants please see D.A. Davidson's California Resident Privacy Policy. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

D.A. Davidson & Co. - the Strength of AdviceOur firm delivers a breadth of quality financial solutions to individual and institutional investors, companies, and government entities. D.A. Davidson Companies provides straightforward, personalized advice, nationally recognized research, and capital market investment banking expertise to clients who need help achieving their strategic financial goals. Investment Banking - Analyst D.A. Davidson & Co., a leading full-service investment banking firm with operations nationwide, is accepting applicants for full-time Analyst positions working with the firm's Diversified Industrials Investment Banking Group. The Analyst will play an important role working with senior bankers on strategic assignments, assisting clients with mergers and acquisitions, public offerings, private placements and other advisory services. This is an immediate hire. We are actively interviewing candidates available to start as soon as possible. Please note: This role is not intended for summer 2026 applicants. Qualifications: Bachelor's degree with a minimum 3.5 GPA. Some investment banking or transaction experience in related fields such as accounting, consulting or corporate finance required. Working knowledge of business software (especially Word, Excel and PowerPoint). General level of financial knowledge (financial modeling, macroeconomics, current events, etc.). Excellent verbal and written communications skills, strong work ethic and teamwork skills. Self-motivated, with a strong desire to excel in a challenging field. Good judgment in confidential situations and ability to exercise discretion when handling confidential information. Flexibility to work long hours, nights, and weekends, as needed for workflow. Upon hiring, the successful completion of the FINRA Limited Representative-Investment Banking Exam (Series 79) and the Uniformed Securities Agent State Law Exam (Series 63), and the Securities Industry Essentials Exam (SIE). In this role you will: Develop financial modules to analyze a wide variety of client-specific projects. Collaborate with an industry team from peer analysts to managing directors. Support business development activities of senior investment bankers. Attend client meetings and interact on transactional and technical issues. Actively participate in live deals, such as M&A, IPOs, and advisory Prepare research/analytical content for pitch books, memorandums, presentations and other projects At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. Please answer all questions carefully: incomplete or inaccurate answers may impact your potential employment. By clicking Submit Application, you declare that all statements in this application are truthful to the best of your knowledge. California applicants please see D.A. Davidson's California Resident Privacy Policy.

D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning more than 80 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients' financial well-being, we also work to strengthen local communities-and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report. The Development Finance Group is a team of bankers and associates dedicated to raising capital for public infrastructure development. This team built a specialty practice over the past 30 years and is actively growing into markets with demand for public infrastructure. We are currently seeking a qualified Analyst within the Development Finance Group Public Finance team. In addition to strong analytical and communication skills, the most successful applicant will demonstrate a high degree of emotional intelligence and will thrive in a fast growing, highly collaborative team.Qualifications: Bachelor's Degree Proactive and analytical approach, ability to process information quickly and make sound decisions within strict time constraints. Excellent interpersonal, communication, presentation and project management skills with the ability to collaborate effectively. Proven ability to collaborate with a team in a dynamic, client-centric environment. Proficient computer skills, able to utilize new systems or programs as necessary. Experience in one or more of the following areas a plus: municipal bond analysis; real estate finance; land development finance; municipal underwriting. Duties: Assist in the preparation of high-quality, persuasive proposals to provide investment banking services to potential clients (RFP Responses). Partner with the bankers and conduct analysis with a focus on the larger context including the client's goals and expectations. Assist in the preparation of bond documents to include Credit Summaries, Offering Memorandum, Closing Memos, Pricing Materials, Credit Presentations and Insurance Applications. Research issuer financial information using public and internal resources. Research industry and financial market trends, running data queries and analyzing such data. Assist in the quantitative and qualitative preparation and presentation of internal credit memos and external publications. Develop and maintain complex spreadsheets and databases. Work with outside vendors to obtain aerial photos of projects. Monitor and track activities of credit rating agencies in target sectors and keep database of relevant or potentially relevant credit reports for future access. Brief bankers on important, relevant, examples and overall trends. Perform any other duties and special projects as assigned. At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. Please answer all questions carefully: incomplete or inaccurate answers may impact your potential employment. By clicking Submit Application, you declare that all statements in this application are truthful to the best of your knowledge. California applicants please see D.A. Davidson's California Resident Privacy Policy.

D.A. Davidson & Co. - the Strength of AdviceOur firm delivers a breadth of quality financial solutions to individual and institutional investors, companies, and government entities. D.A. Davidson Companies provides straightforward, personalized advice, nationally recognized research, and capital market investment banking expertise to clients who need help achieving their strategic financial goals. Investment Banking - Experienced Analyst D.A. Davidson & Co., a leading full-service investment banking firm with operations nationwide, is accepting applicants for a full-time Experienced Analyst position working with the firm's Investment Banking Diversified Industrials Group. The Experienced Analyst will play an important role working with senior bankers on strategic assignments, assisting clients with mergers and acquisitions, public offerings, private placements and other advisory services. Qualifications: Bright, professional, and motivated with the desire to excel in an intellectually challenging environment 2-3 years of experience working in investment banking or transaction experience in related fields such as accounting, consulting or corporate finance required. Interest and curiosity in the Diversified Industrials sector Bachelor's degree with a minimum 3.5 GPA. Working knowledge of business software (especially Word, Excel and PowerPoint). High level of financial knowledge (financial modeling, macroeconomics, current events, etc.). Excellent verbal and written communications skills, strong work ethic and teamwork skills. Self-motivated, with a strong desire to excel in a challenging field. Good judgment in confidential situations and ability to exercise discretion when handling confidential information. Flexibility to work long hours, nights, and weekends, as needed for workflow. Possession of Securities Industries Essentials (SIE), Series 79, and 63 licenses preferred but not required. New hires without these licenses will require successful completion upon hiring. In this role you will: Develop financial modules to analyze a wide variety of client-specific projects. Collaborate with an industry team from peer analysts to managing directors. Prepare research/analytical content for pitch books, memorandums, presentations, and other projects. Support business development activities of senior investment bankers. Attend client meetings and interact on transactional and technical issues. Actively participate in live deals, such as M&A, IPOs, and advisory. At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. Please answer all questions carefully: incomplete or inaccurate answers may impact your potential employment. By clicking Submit Application, you declare that all statements in this application are truthful to the best of your knowledge. California applicants please see D.A. Davidson's California Resident Privacy Policy.

Job DescriptionD.A. Davidson & Co. - the Strength of AdviceOur firm delivers a breadth of quality financial solutions to individual and institutional investors, companies, and government entities. D.A. Davidson Companies provides straightforward, personalized advice, nationally recognized research, and capital market investment banking expertise to clients who need help achieving their strategic financial goals. Investment Banking - Analyst D.A. Davidson & Co., a leading full-service investment banking firm with operations nationwide, is accepting applicants for full-time Analyst positions working with the firm's Diversified Industrials Investment Banking Group. The Analyst will play an important role working with senior bankers on strategic assignments, assisting clients with mergers and acquisitions, public offerings, private placements and other advisory services. This is an immediate hire. We are actively interviewing candidates available to start as soon as possible. Please note: This role is not intended for summer 2026 applicants. Qualifications: Bachelor's degree with a minimum 3.5 GPA. Some investment banking or transaction experience in related fields such as accounting, consulting or corporate finance required. Working knowledge of business software (especially Word, Excel and PowerPoint). General level of financial knowledge (financial modeling, macroeconomics, current events, etc.). Excellent verbal and written communications skills, strong work ethic and teamwork skills. Self-motivated, with a strong desire to excel in a challenging field. Good judgment in confidential situations and ability to exercise discretion when handling confidential information. Flexibility to work long hours, nights, and weekends, as needed for workflow. Upon hiring, the successful completion of the FINRA Limited Representative-Investment Banking Exam (Series 79) and the Uniformed Securities Agent State Law Exam (Series 63), and the Securities Industry Essentials Exam (SIE). In this role you will: Develop financial modules to analyze a wide variety of client-specific projects. Collaborate with an industry team from peer analysts to managing directors. Support business development activities of senior investment bankers. Attend client meetings and interact on transactional and technical issues. Actively participate in live deals, such as M&A, IPOs, and advisory Prepare research/analytical content for pitch books, memorandums, presentations and other projects The potential base pay for this role is $95,000 per year. The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate. This role is eligible to participate in applicable D.A. Davidson variable compensation programs.At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. Please answer all questions carefully: incomplete or inaccurate answers may impact your potential employment. By clicking Submit Application, you declare that all statements in this application are truthful to the best of your knowledge. California applicants please see D.A. Davidson's California Resident Privacy Policy. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

D.A. Davidson & Co. - the Strength of Advice Our firm delivers a breadth of quality financial solutions to individual and institutional investors, companies, and government entities. D.A. Davidson Companies provides straightforward, personalized advice, nationally recognized research, and capital market investment banking expertise to clients who need help achieving their strategic financial goals. Investment Banking - Analyst D.A. Davidson & Co., a leading full-service investment banking firm with operations nationwide, is accepting applicants for full-time Analyst positions working with the firm's Diversified Industrials Investment Banking Group. The Analyst will play an important role working with senior bankers on strategic assignments, assisting clients with mergers and acquisitions, public offerings, private placements and other advisory services. This is an immediate hire. We are actively interviewing candidates available to start as soon as possible. Please note: This role is not intended for summer 2026 applicants. Qualifications: * Bachelor's degree with a minimum 3.5 GPA. * Some investment banking or transaction experience in related fields such as accounting, consulting or corporate finance required. * Working knowledge of business software (especially Word, Excel and PowerPoint). * General level of financial knowledge (financial modeling, macroeconomics, current events, etc.). * Excellent verbal and written communications skills, strong work ethic and teamwork skills. Self-motivated, with a strong desire to excel in a challenging field. * Good judgment in confidential situations and ability to exercise discretion when handling confidential information. * Flexibility to work long hours, nights, and weekends, as needed for workflow. * Upon hiring, the successful completion of the FINRA Limited Representative-Investment Banking Exam (Series 79) and the Uniformed Securities Agent State Law Exam (Series 63), and the Securities Industry Essentials Exam (SIE). In this role you will: * Develop financial modules to analyze a wide variety of client-specific projects. * Collaborate with an industry team from peer analysts to managing directors. * Support business development activities of senior investment bankers. * Attend client meetings and interact on transactional and technical issues. * Actively participate in live deals, such as M&A, IPOs, and advisory * Prepare research/analytical content for pitch books, memorandums, presentations and other projects $95,000 - $95,000 a year The potential base pay for this role is $95,000 per year. The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate. This role is eligible to participate in applicable D.A. Davidson variable compensation programs. At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. Please answer all questions carefully: incomplete or inaccurate answers may impact your potential employment. By clicking Submit Application, you declare that all statements in this application are truthful to the best of your knowledge. California applicants please see D.A. Davidson's California Resident Privacy Policy. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.