Director of Wealth Planning

Job Description

Job Description

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 :

We are currently seeking an experienced and multifaceted Wealth Planning leader to provide strategic direction for the Wealth Planning department of the Advisor Solutions Team, serve as an advocate and evangelist of D.A. Davidson Companies Wealth Planning services, and provide financial and estate planning expertise in consultation with Financial Professionals and their clients as a senior planner. This role has the opportunity to evolve and grow the planning offering in the context of a corporate culture and belief that planning is at the core of an exceptional client experience. We are seeking an experienced and passionate individual to lead and shape the future of planning at D.A. Davidson.

In this player-coach role, the Director of Wealth Planning is expected to be a subject matter expert on a broad range of financial and estate planning strategies, and be masterful in client engagement particularly in complex cases. The Director of Wealth Planning engages in priority consulting services which range meetings with Davidson Financial Professionals and their individual clients, to conducting client seminars, leading internal training sessions, and speaking in a variety of internal and external forums.

Qualifications :

• Bachelor’s Degree and a minimum of 10+ years of relative professional experience.
• Prior leadership experience required
• Experience as a Financial Professional preferred.
• Juris Doctor and CFP® strongly preferred
• Series 7 and 66 (or 7, 63, and 65) required within first 6 months of employment
• Life, Health, and Long-Term Care Insurance Licenses required within first 6 months of employment
• Expert knowledge of MoneyGuidePro and familiarity with other planning tools and technology
• Ability to analyze and simplify complicated wealth planning solutions to a variety of clientele
• Leadership capabilities to see projects and initiatives to completion and to carry out the mission of the department.
• Act as a key resource and contributor on cross-departmental projects.
• Excellent interpersonal, communication, presentation and project management skills with the ability to collaborate across business divisions and teams.
• Flexibility to travel to branches in the Davidson footprint, sometimes with short notice.
• Ability to maintain regular, predictable attendance.
• Intimate solid understanding of the Internal Revenue Code.
• Experience in developing estate plans for ultra-high net-worth clients.

Duties :

What we offer :

Competitive salary plus excellent benefits and perks including, but not limited to :

The potential base pay hiring range for this role is $175,000 – $250,000 annually. The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate.

D.A. Davidson has been in business for over 90 years! As an employee-owned company, our success is driven by our high standards of business ethics, integrity and the belief that our Associates are our most important assets. We hope you will consider joining us!

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees.

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

Please answer all questions carefully : incomplete or inaccurate answers may impact your potential employment. By clicking Submit Application, you declare that all statements in this application are truthful to the best of your knowledge. California applicants please see D.A. Davidson's California Resident Privacy Policy.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.