Director, Private Wealth
Confirmed on the employer's own hiring board on Oct 26, 2026. First seen by Alion on Oct 16, 2026. D.A. Davidson scores B on the Alion truth index.
Job Description
D.A. Davidson is an independent, employee-owned financial services firm with more than 90 years of experience. We bring integrity, sound judgment, and exceptional service to every client and colleague relationship.
As Director of Private Wealth, you will lead advanced planning and business development efforts that help Financial Advisors serve ultra-high-net-worth clients, deepen relationships, and turn sophisticated strategies into measurable growth and new assets.
Primary Qualifications:
- Bachelor’s degree and 10+ years of relevant experience in wealth, estate, or tax planning, financial services, or a related field.
- Proven leadership skills, with the ability to guide teams, influence stakeholders, and advance strategic initiatives.
- Strong business development experience, including advisor consultation, client meetings, public speaking, content development, and opportunity cultivation.
- Juris Doctor, CPA, CTFA, or CFP® designation strongly preferred.
- Series 7 and 66, or Series 7, 63, and 65, required within the first four months of employment.
- Deep expertise in estate, tax-efficient, philanthropic, asset protection, wealth transfer, and other advanced strategies for high-net-worth and ultra-high-net-worth clients.
- Life, Health, and Long-Term Care insurance licenses preferred; equivalent expertise in wealth and asset protection strategies may be considered.
- Expertise with eMoney and familiarity with other financial planning platforms and technology.
- Strong knowledge of the Internal Revenue Code and its application to complex planning scenarios.
- Excellent communication, presentation, collaboration, and project management skills across business divisions and leadership teams.
- Ability to travel across the Davidson branch footprint, sometimes on short notice.
Primary Duties:
- Identify and cultivate UHNW opportunities through advisor partnerships, client engagement, centers of influence, and targeted business development.
- Lead strategic planning and business development for Davidson Private Wealth, strengthening advisor engagement through consultation, education, and field partnership.
- Create and deliver advisor and client programs, events, and resources that translate advanced planning into practical field execution.
- Build differentiated Private Wealth capabilities, planning resources, and client deliverables that address complex needs and strengthen the firm’s value proposition.
- Maintain leading-edge expertise in tax, estate, wealth transfer, philanthropic, and advanced planning strategies.
What we offer:
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)
- 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 $190,000 - $245,000. 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.
We are an equal opportunity employer committed to a diverse and inclusive workplace. We do not discriminate based on race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability. We provide reasonable accommodations throughout the application and interview process, for essential job functions, and for access to employment benefits and privileges. Please contact us to request an accommodation.