5 finance jobs found in Great Falls, MT

D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning more than 80 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.   Summary/Function:   Respond to all DA Davidson branch associate questions in a timely and effective manner. Coordinate with Operations departments in resolving and answering branch issues and questions.  Track inquiries in the ticketing system and coordinate with...

D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning more than 80 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.   Summary/Function:    A TRAX Analyst I will monitor and maintain the day-to-day activity of the TRAX application. Work closely with internal and external partners to resolve issues. Analyze program data and work with team to determine future program enhancements to...

D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning more than 80 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.   D.A. Davidson is seeking a tenacious and results-driven Financial Advisor Recruiter to identify and sourcing a diverse talent base of qualified, successful and ethical Financial Advisors interested in establishing a prosperous career at D.A. Davidson. In this role, you will foster...

D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning more than 80 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.   Summary/Function:    This position is responsible for processing account transfers into and out of D.A. Davidson and processing physical securities. This role requires flexibility, organization, accuracy, and attention to detail. The qualified applicant will be...

Job Description Summary/Function: The Operations Associate maintains client account information including cost basis updates, support of performance reporting and participates in the process of client monthly statement production and distribution. Will aid and support Wealth Management and work with other areas within Operations to ensure client accounts report clear and accurate activity details. D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning more than 80 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local...