Planning Coordinator

Planning Coordinator

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.