Planning Coordinator

D.A. Davidson • Salt Lake City, UT

1d • $65,000 - $80,000

About The Position

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.

Requirements

• 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.

Nice To Haves

• Familiarity with investment and financial planning strategies for high-net-worth clients

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.

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed