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D.A. Davidson

Wealth management and financial advisory services

Institutional Equities - Sales Trader

Sales & TradingConfirmed live in the last 24 hours
Full-timeNew York, NY, USA$150k - $300k /yrIn-person

About the Job

Requirements

  • Five or more years of institutional equity sales trading experience is preferred.
  • An established client franchise is required.
  • Strong industry reputation and integrity are required.
  • Proven relationship management is required.
  • A bachelor's degree is required.
  • Excellent verbal and written communication skills are required.
  • A team-oriented approach, including sharing ideas, is required.
  • Intellectual curiosity is required.
  • An engaging personality is required.

Responsibilities

  • Maintain senior client relationships.
  • Execute trades and provide insights.
  • Deliver differentiated ideas.
  • Represent the firm externally.
  • Ensure compliance and reporting accuracy.

Desired Qualifications

  • Twenty or more years of institutional equity sales trading experience is preferred.

About the Company

D.A. Davidson

Wealth management and financial advisory services

D.A. Davidson & Co. is a financial services firm that provides personalized wealth management and financial advisory support to individuals, families, and businesses in the United States. Its offerings include investment management, financial planning, and trust services, all delivered through a research-based approach that aims to tailor portfolios to each client’s goals. Revenue comes from advisory and asset management fees as well as commissions on financial products. The firm differentiates itself by combining customized, one-on-one guidance with a broad suite of services that cover investments, planning, and trust administration, serving a diverse client base from individuals to business owners. Its goal is to help clients align their portfolios with their financial objectives, protect and grow their wealth, and achieve long-term financial security through disciplined, evidence-based guidance.

Company size
1,001-5,000
Company stage
Not listed
Total funding
Not listed
Headquarters
Great Falls, MT
Founded
2014

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