Planning Coordinator

Base pay range

$63,000.00/yr - $90,000.00/yr

D.A. Davidson Companies is an independent, employee‑owned firm with a rich history spanning more than 80 years. We are dedicated to conducting our business with the highest standards of integrity and ethics, delivering outstanding service to our clients and each other, and supporting a friendly, open and supportive culture that encourages candid communication and productive engagement.

We are currently seeking a detailed and organized Planning Coordinator to broaden their skills and obtain valuable industry licensing while supporting Senior Planners, Financial Advisors, and Wealth Managers in servicing existing and potential clients. This role schedules and tracks Senior Planner engagements, client referrals, client meetings, and estate plan reviews/evaluations, and 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 Directors to clients and Financial Advisors
• Gather and assess key elements of Trust and Estate Planning documents 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

• Medical, Dental and Vision coverage
• Company 401(k) and ESOP contribution
• Generous sick, vacation, and maternity/parental leave
• Paid holidays
• Professional Development Opportunities
• Tuition Reimbursement (up to $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 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…