Senior Planner

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 :

This position is responsible for the creation and presentation of planning recommendations for a subset of the firm’s client population in the ultra-high net worth space, the provision of guidance to the firm’s financial advisors acting within the high net worth and ultra-high net worth space in support of their planning activities, as well as a content creation provider in various key areas of wealth planning. This position is uniquely situated to work directly with clients from the mass-affluent up to and including the ultra-high net worth clientele, providing a wonderful opportunity to showcase technical proficiencies in all areas of wealth planning.

Qualifications :

• Minimum of a Bachelors degree, preferably in business or a related field.
• Applicable industry experience including specialization in one or more key areas of wealth planning, such as exit planning, business transition or philanthropic planning.
• Certified Financial Planner (CFP®) designation or willingness to complete. J.D. or other academic achievement may be accepted in lieu of CFP® designation.
• 6+ years industry experience in financial / wealth planning and / or some related field.
• Excellent written and verbal communication skills. Strong presentations skills are a must.
• Must be detail-oriented and possess exceptional organizational skills.
• Ability to organize, analyze, and process client personal and financial data from multiple sources.
• Ability to delegate and coordinate project workflows to appropriate internal and external partners efficiently and in a timely fashion. Good collaboration skills are critical.
• Ability to work under tight deadlines and shifting priorities.
• Ability to prioritize workflow with minimal direction.
• Ability to learn and become proficient with MoneyGuide Pro and eMoney planning tools as well as other financial planning software.
• Able to work independently and be a self-starter.
• FINRA Series 7 and 66, or willingness to complete.
• A willingness to travel for in-person client meetings is required.

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 $160,000 – 175,000. 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. This role is eligible to participate in applicable D.A. Davidson variable compensation programs.

D.A. Davidson has been in business for 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.