Planning Coordinator
Confirmed on the employer's own hiring board on Oct 20, 2026. First seen by Alion on Sep 29, 2026. D.A. Davidson scores B on the Alion truth index.
Job Description
D.A. Davidson Companies is an independent, employee-owned firm with more than 90 years of experience. We are committed to integrity, ethical business practices, and exceptional service to our clients and colleagues.
We are seeking a detail-oriented Planning Coordinator to manage planning workflows and support Senior Planners, Financial Advisors, and Wealth Managers serving high-net-worth and ultra-high-net-worth clients. This role coordinates planning engagements, client meetings, and communication with clients’ tax and legal advisors.
Primary Qualifications:
- Previous experience working in the Financial Services Industry is strongly preferred.
- Series 7 and Series 66 licenses, or ability to obtain both within 180 days of joining the firm.
- FPQP certification, or ability to obtain it within one year of joining the firm.
- Strong analytical skills; familiarity with investment and financial planning strategies for high-net-worth clients preferred.
- Excellent written and verbal communication skills.
- Client-focused approach with strong follow-through.
- Proactive, solutions-oriented, and collaborative work style.
- Strong attention to detail and ability to manage multiple priorities efficiently.
- Advanced technology skills.
Primary Duties:
- Manage planning intake, priorities, and scheduling across all client segments.
- Track deliverables, timelines, and dependencies to keep cases moving efficiently.
- Coordinate handoffs among Advisors, Paraplanners, Senior Planners, Directors, and Trust partners.
- Ensure cases follow established Wealth Planning Group workflows and stages.
- Serve as the primary contact for planning logistics, workflow, and coordination-not advice.
- Oversee data and document collection to ensure complete, accurate planning inputs.
- Maintain consistent planning tools, templates, and communication standards.
- Support leadership with capacity tracking and workflow reporting.
- Coordinate planning events and initiatives, including webinars and the Wealth Planning Summit.
- Ensure planning processes and documentation meet regulatory, fiduciary, and operational requirements for internal and external engagements.
- Other duties as assigned.
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 $65,000 - $80,000. 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.