Registered Client Associate

Summary/Function
We are currently seeking an exceptional individual to join a dynamic and high-producing team in our Vancouver, WA office. This team-critical role requires outstanding attention to detail, the ability to balance multiple requests, outstanding client service skills, and a high level of integrity and confidentiality with respect to client, FA, branch and company information.

Experience and Skills

Primary Qualifications:
*Successful completion of the (SIE) Securities Industry Essentials and FINRA General Securities Representative (Series 7) Exam and Uniform Securities State Law Exam (Series 66 [or Series 63/65]) or the ability to obtain licensing is required.
*Significant knowledge of the securities industry, its operations and products to include stocks, bonds, margin accounts, options, mutual funds, annuities and insurance products.
*At least two years previous experience as a Registered...

Ready to Apply?

Submit your application today and join our talented team at D.A. Davidson.