or apply directly on Dadavidson's site. We never take the application ourselves.
Is this posting real?
- This role has been open
- 27 days Dadavidson's roles stay open a median of 44 days
- Reposted
- No
- Salary listed
- No 31% of Dadavidson's roles list one
- Ghost-job risk at Dadavidson
- low 0 stale, 1 reposted of 39 open
- Hiring momentum
- 62 roles opened in the last 90 days ↑ up vs. the prior 90 days
- Last confirmed on the employer's board
- 2026-09-17
Measured from postings appearing on and disappearing from Dadavidson's own lever board since 2026-08-04. Full hiring picture for Dadavidson.
About this role
As a Client Associate at D.A. Davidson in Omaha, NE, you will support Financial Professionals by providing exceptional client service and managing client requests. Your role will involve maintaining account documents, assisting with financial plans, and facilitating client transactions while ensuring adherence to compliance policies. This position offers opportunities for career advancement in a collaborative and detail-oriented environment.
- benefits
- 5/5
- freshness
- 4/5
- career value
- 4/5
- role clarity
- 4/5
- pay transparency
- 0/5
Scored from the posting itself — how clearly the role is described, how much it says about pay and benefits, and how recently it was listed. Not a judgement of Dadavidson as an employer.
What you need
- Proven ability to build client/customer relationships including excellent communication (written and verbal) and problem-solving skills.
- Ability to successfully handle multiple demands and competing priorities in a deadline-oriented environment.
- Strong attention to detail and accuracy including the ability to accurately perform semi-advanced math.
- High school graduate or comparable work experience. Post-secondary education preferred.
- Solid technology skills (Microsoft Word, Excel and Outlook) and the desire to learn and leverage innovative technologies to optimize the client experience.
Nice to have
- Preference given to candidates with current licenses: the Securities Industry Essentials (SIE) and FINRA General Securities Representative (Series 7) Exam and Uniform Securities State Law Exam (Series 66 [or Series 63/65]). If not licensed, requirement to pass all tests for the Series 7 and 66 (or 63/65) licenses within 120 days of hire.
What you get
- 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)
Worth weighing
- No salary listed, compensation will be determined on a case-by-case basis.
- Preference for candidates with specific licenses may limit opportunities for those without them.
- Role involves managing multiple demands and competing priorities which may be stressful for some candidates.
Summarised from Dadavidson's posting. Read the full original.
Listed by Dadavidson on their lever job board, last confirmed open on 2026-09-17. PitchMeAI is not the employer.
More roles at Dadavidson
- Associate Financial AdvisorColorado Springs, CO
- Cashier ReceptionistButte, MT
- Computer Support SpecialistClaremont, CA
- Operations AssociateGreat Falls, MT
- Class of 2028 Equity Capital Markets Research InternNew York, NY
- HR Systems & Operations AnalystGreat Falls, MT
- Class of 2028 Financial Institutions Group, Investment Banking - Summer AnalystChicago, IL
- Class of 2028 Diversified Industrials Group, Investment Banking - Summer AnalystBoston, MA