Planning Coordinator

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:  

D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning more than 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering exceptional service to our clients and each other.

We are currently seeking detailed and organized Planning Coordinator looking to broaden his or her skills and attain valuable industry licensing to support Senior Planners, Financial Advisors, and Wealth Managers in servicing existing and potential clients. This important role schedules and tracks Senior Planner engagements, client referrals, client meetings, and estate plan reviews/evaluations. Additionally, the Planning Coordinator provides direct administrative support to the Director of Wealth Planning and the Director of Private Wealth.

• Previous Client Associate or Administrative Assistant experience required, preferably in financial planning, business, finance, or economics

• FPQP or CFP® designation preferred

• Strong math and analytical skills - Basic understanding of investment and financial planning strategies for high-net-worth clients preferred

• Excellent verbal, and written communication skills

• Client focused with a proven ability to identify, meet, and follow through with client needs and requirements

• Self-starter, problem-solver, and goal-oriented team player

• Strong attention to detail with the ability to perform multiple tasks efficiently

• Superior technology skills. Experience with CRM and financial planning software preferred.

• Provide direct administrative support to the Director of Wealth Planning and the Director of Private Wealth.

• Serve as administrative assistant to Senior Planners.

• Transcribe correspondence from Director of Wealth Planning and Director of Private Wealth to clients and Financial Advisors.

• Gather and assess key elements of Trust and Estate Planning documents in order to determine Senior Planner assignment

• Assist in all aspects of client meetings, seminars and pre-client meeting activities such as preparation of meeting agendas, client paperwork, engagement letters, Investment Policy statements, and asset allocation.

• Assist in post-client meeting tasks such as development of next-step meetings, financial situation analyses, and coordination of planning implementation with outside professionals, if necessary.

• Lead the coordination and execution of Wealth Planning conferences.

• Compile and upload quarterly production report data.

• Monitor Wealth Planning Group metrics and maintain accurate and current tracking sheets.

• Oversee content and updates on the department’s internal web pages

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

• Medical, Dental and Vision

• Company 401(k)and ESOP contribution

• Generous sick, vacation, and maternity/parental leave

• Paid holidays

• Professional Development Opportunities

• Tuition Reimbursement ($15,000 lifetime cap)

• Discounted personal insurance including home, auto and recreational vehicles

• Charitable gift-matching program

• Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work.

The potential base pay hiring range for this role is $63,000 – $90,000 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!

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.  By submitting this application for employment, I certify that all of the above information is true and complete and I understand that any falsification or omission of information made by me may disqualify me from further consideration for employment or, if hired, may result in my termination of my employment at any time during the period of my employment, regardless of the amount of time that has passed. California applicants, please see D.A. Davidson’s California Resident Privacy Policy.