or apply directly on Dadavidson's site. We never take the application ourselves.
Is this posting real?
- This role has been open
- 28 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
The Associate Financial Advisor at D.A. Davidson Companies plays a crucial role in supporting the Financial Professional's team by engaging with clients, analyzing portfolios, and driving business development. Daily responsibilities include assessing client needs, recommending investment strategies, managing client relationships, and ensuring compliance with regulatory standards. This position requires strong analytical skills and the ability to work independently while contributing to team goals.
- benefits
- 2/5
- freshness
- 4/5
- career value
- 4/5
- role clarity
- 5/5
- 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
- Bachelor's degree in finance, accounting, economics, or equivalent experience
- Required FINRA licenses: Series 7 and Series 63/65 or Series 66
- Strong knowledge of investment products, portfolio analysis, and the securities industry
- Demonstrated ability to exercise independent judgment in analyzing client portfolios
- Strong analytical, quantitative, and technology skills, including proficiency with Microsoft Office applications
- Proven interpersonal and communication skills
Nice to have
- Advanced credentials (MBA, CFP, CFA) preferred
What you get
- Base pay hiring range of $65,000 – 80,000 annually
- Eligibility for bonus compensation
- Participation in applicable D.A. Davidson variable compensation programs
Worth weighing
- No specific mention of remote work options
- Potential for high-pressure environment due to deadline-driven tasks
- Compensation is determined on a case-by-case basis, which may lead to variability in offers
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.
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