D.A. Davidson Companies
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.
We are currently seeking a detailed and organized Planning Coordinator 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.
Base Pay Range $63,000 – $90,000 annually.
Qualifications
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.
Duties
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.
What We Offer
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
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 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.
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.
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We are currently seeking a detailed and organized Planning Coordinator 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.
Base Pay Range $63,000 – $90,000 annually.
Qualifications
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.
Duties
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.
What We Offer
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
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 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.
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.
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