Planning Coordinator

D.A. Davidson Companies; Boise (ID); On-site; USD 65,000 - 80,000; Full time

Benefits offered by this job

Medical, Dental & Vision

401(k) and ESOP contribution

Leave benefits (sick, vacation, mat/pa

Paid holidays

Professional development

Tuition reimbursement

Gift matching

Giving program

Job summary

D.A. Davidson Companies is seeking a detail-oriented Planning Coordinator to manage planning workflows and support Senior Planners, Financial Advisors, and Wealth Managers serving high-net-worth clients.

This role coordinates planning engagements, client meetings, and communications with clients’ tax and legal advisors. The successful candidate will oversee intake, scheduling, and handoffs across teams, ensuring consistency with Wealth Planning Group workflows while maintaining high attention to

Qualifications

• 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.

Responsibilities

• 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

Skills

Series 7 & 66 licenses

FPQP certification

Financial services experience

Analytical skills

Written & verbal communication

Client-focused

Proactive collaborative mindset

Attention to detail

Advanced technology skills

Job description

D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 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.

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.

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.

ACKNOWLEDGMENT

Please answer all questions carefully. By submitting this application for employment, I certify that all of the above information is true and complete and I understand that any falsification or omission of information made by me may disqualify me from further consideration for employment or, if hired, may result in my termination of my employment at any time during the period of my employment, regardless of the amount of time that has passed. California applicants, please see D.A. Davidson’s California Resident Privacy Policy.