Wealth Planning Coordinator for High-Net-Worth Clients

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 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