Planning Coordinator

D.A. Davidson(25 days ago)

Salt Lake City, UTOnsiteFull TimeJunior$63,000 - $90,000Wealth Planning

About this role

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.

View Original Listing

Required Skills

Client Service
Administrative Support
Wealth Planning
Trust Documents
Estate Planning
Meeting Coordination
Data Tracking
Report Compilation
Conference Coordination
Financial Analysis

+12 more

Qualifications

FPQP
CFP

About D.A. Davidson

dadavidson.com

D.A. Davidson is a U.S.-based financial services firm that provides wealth management, brokerage, investment banking, capital markets, and trust services to individuals, families, businesses, and municipalities. The firm offers personalized financial planning, portfolio management, equity and fixed‑income trading, and middle‑market advisory and underwriting services. Known for a client‑focused, regional‑to‑national footprint and an employee‑owned culture, D.A. Davidson emphasizes long‑term relationships, independent research, and tailored capital solutions.