Co-Director of Wealth Planning in Seattle, WA

DA Davidson & Co
Seattle, WA 98160
and 2 other locations
7w ago


$150K - $200K




11 - 15 years

Job Description

We are currently seeking an experienced and dynamic Wealth Planning leader to work collaboratively to provide strategic direction for the Wealth Planning department of the Advisor Solutions Team and serve as an advocate and evangelist of D.A. Davidson Companies Wealth Planning services.

This player-coach role will share leadership of the Wealth Management to provide wealth planning expertise and consultation to Financial Advisors and their clients. As a subject matter expert on income, estate and gift taxation, the Co-Director of Wealth Planning engages in priority consulting services which range from conference calls and/or in-person meetings with Davidson FAs and their individual clients, to conducting client seminars and training sessions for Davidson FAs and other Davidson employees.

Experience and Skills


* Bachelor's Degree and a minimum of 10+ years of relative professional experience.

* Prior management experien

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Valid through: 2020-1-20

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