Director of Private Wealth for UHNW Growth

D.A. Davidson Companies; Denver (CO); On-site; USD 190,000 - 245,000; Full time

Benefits offered by this job

Medical, Dental and Vision

Company 401(k) and ESOP contribution

Generous sick, vacation, and maternity

Paid holidays

Professional Development Opportunities

Tuition Reimbursement ($15,000Lifetime

Charitable gift-matching program

Davidson Day of Giving

Job summary

D.A. Davidson Companies is seeking a Director of Private Wealth in Denver, CO.

You will lead advanced planning and business development to help Financial Advisors serve ultra-high-net-worth clients, deepen relationships, and translate sophisticated strategies into measurable growth and new assets. The role requires a JD/CPA/CFP or equivalent, 10+ years in wealth planning, and proven leadership with strong communication, client engagement, and field partnerships.

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

Responsibilities

• 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

Skills

Leadership

Business development

Public speaking

Content development

Opportunity cultivation

Communication

Project management

Travel readiness

Education

Juris Doctor, CPA, CTFA, or CFP designation preferred

Tools

eMoney

Job description

D.A. Davidson Companies is seeking a Director of Private Wealth in Denver, CO.

You will lead advanced planning and business development to help Financial Advisors serve ultra-high-net-worth clients, deepen relationships, and translate sophisticated strategies into measurable growth and new assets. The role requires a JD/CPA/CFP or equivalent, 10+ years in wealth planning, and proven leadership with strong communication, client engagement, and field partnerships.