Wealth Planning Coordinator

D.A. Davidson Companies; Salt Lake City (UT); On-site; USD 65,000 - 80,000; Full time

Benefits offered by this job

Medical, Dental and Vision

Company 401(k) and ESOP

Generous sick, vacation, and maternity

Paid holidays

Professional Development Opportunities

Tuition Reimbursement

Charitable gift-matching

Davidson Day of Giving

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 and ultra-high-net-worth clients.

This role coordinates planning engagements, client meetings, and communication with clients’ tax and legal advisors. The ideal candidate will have strong analytical skills, Series 7/66 readiness, FPQP readiness, excellent communication, and the ability to manage multiple

Qualifications

• Experience in financial services preferred.
• Series 7/66 licenses or ability to obtain within 180 days of joining.
• FPQP certification or ability to obtain within one year of joining.
• Strong analytical skills with investment and planning knowledge for high-net-worth clients.
• Excellent written and verbal communication.
• Client-focused with strong follow-through.
• Proactive, solutions-oriented, and collaborative work style.
• Strong attention to detail and ability to manage multiple priorities.
• Advanced technology skills.

Responsibilities

• Manage planning intake, priorities, and scheduling across client segments.
• Track deliverables, timelines, and dependencies to keep cases moving.
• 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

Financial services

Series 7/66

FPQP certification

Analytical skills

Communication skills

Client-focused

Proactive collaboration

Detail-oriented

Tech proficiency

Multi-priority

Job description

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 and ultra-high-net-worth clients.

This role coordinates planning engagements, client meetings, and communication with clients’ tax and legal advisors. The ideal candidate will have strong analytical skills, Series 7/66 readiness, FPQP readiness, excellent communication, and the ability to manage multiple