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Financial Services Client Associate — Planning & Trading
Job in
Pasadena, Los Angeles County, California, 91122, USA
Listed on 2026-07-14
Listing for:
Dadavidson
Full Time
position Listed on 2026-07-14
Job specializations:
-
Finance & Banking
Financial Services, Banking & Finance
Job Description & How to Apply Below
D.A. Davidson in Pasadena, CA is seeking an exceptional Registered Client Associate to join a dynamic, high-producing team.
This role requires outstanding attention to detail, superb client service, and strict confidentiality with respect to client, FA, branch and company information. You will support financial advisors with account documentation, process funds and securities transfers, enter orders, and help develop comprehensive financial plans for clients, while maintaining compliance with
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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