Planning Coordinator

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.