Planning Coordinator

The Planning Coordinator at D.A. Davidson supports Senior Planners, Financial Advisors, and Wealth Managers in servicing existing and prospective wealth management clients. The role focuses on coordinating planner engagements, client meetings, referrals, and estate plan reviews while maintaining key departmental tracking and reporting. It also provides direct administrative support to the Director of Wealth Planning and the Director of Private Wealth. The position offers an opportunity to broaden skills and pursue industry licensing within a collaborative, integrity-driven firm.