Job Description
D.A. Davidson is an independent, employee-owned financial services firm with more than 90 years of experience. We bring integrity, sound judgment, and exceptional service to every client and colleague relationship.
As Director of Private Wealth, you will lead advanced planning and business development efforts that help Financial Advisors serve ultra-high-net-worth clients, deepen relationships, and turn sophisticated strategies into measurable growth and new assets.
Primary Qualifications:
• Bachelor’s degree and 10+ years of relevant experience in wealth, estate, or tax planning, financial services, or a related field.
• Proven leadership skills, with the ability to guide teams, influence stakeholders, and advance strategic initiatives.
• Strong business development experience, including advisor consultation, client meetings, public speaking, content development, and opportunity cultivation.
• Juris Doctor, CPA, CTFA, or CFP® designation strongly preferred.
• Series 7 and 66, or Series 7, 63, and 65, required within the first four months of employment.
• Deep expertise in estate, tax-efficient, philanthropic, asset protection, wealth transfer, and other advanced strategies for high-net-worth and ultra-high-net-worth clients.
• Life, Health, and Long-Term Care insurance licenses preferred; equivalent expertise in wealth and asset protection strategies may be considered.
• Expertise with eMoney and familiarity with other financial planning platforms and technology.
• Strong knowledge of the Internal Revenue Code and its application to complex planning scenarios.
• Excellent communication, presentation, collaboration, and project management skills across business divisions and leadership teams.
• Ability to travel across the Davidson branch footprint, sometimes on short notice.
Primary Duties:
• Identify and cultivate UHNW opportunities through advisor partnerships, client engagement, centers of influence, and targeted business development.
• Lead strategic planning and business development for Davidson Private Wealth, strengthening advisor engagement through consultation, education, and field partnership.
• Create and deliver advisor and client programs, events, and resources that translate advanced planning into practical field execution.
• Build differentiated Private Wealth capabilities, planning resources, and client deliverables that address complex needs and strengthen the firm’s value proposition.
• Maintain leading-edge expertise in tax, estate, wealth transfer, philanthropic, and advanced planning strategies.
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 $190,000 - $245,000. 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.
We are an equal opportunity employer committed to a diverse and inclusive workplace. We do not discriminate based on race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability. We provide reasonable accommodations throughout the application and interview process, for essential job functions, and for access to employment benefits and privileges. Please contact us to request an accommodation.
Skills Required
- Bachelor's degree
- 10+ years of relevant experience in wealth, estate, or tax planning, financial services, or a related field
- Proven leadership skills and ability to guide teams, influence stakeholders, and advance strategic initiatives
- Business development experience, including advisor consultation, client meetings, public speaking, content development, and opportunity cultivation
- Series 7 and 66, or Series 7, 63, and 65, required within the first four months of employment
- Deep expertise in estate, tax-efficient, philanthropic, asset protection, wealth transfer, and advanced planning strategies for high-net-worth clients
- Expertise with eMoney and familiarity with other financial planning platforms and technology
- Strong knowledge of the Internal Revenue Code and its application to complex planning scenarios
- Excellent communication, presentation, collaboration, and project management skills
- Juris Doctor, CPA, CTFA, or CFP designation
- Life, Health, and Long-Term Care insurance licenses
D.A. Davidson Companies Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about D.A. Davidson Companies and has not been reviewed or approved by D.A. Davidson Companies.
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Equity Value & Accessibility — Employee ownership through an ESOP is positioned as a core part of total rewards, complementing cash compensation. Ownership is framed as adding long‑term value alongside other benefits.
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Retirement Support — 401(k) options and company contributions via profit‑sharing are highlighted as part of the package. Early eligibility and combined ESOP/401(k) design can materially boost long‑term retirement savings when the firm performs well.
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Parental & Family Support — Paid parental, adoption, and surrogacy leave are explicitly offered. Broader paid time off and holidays are emphasized in role materials.
D.A. Davidson Companies Insights
What We Do
At D.A. Davidson Companies, we identify and evaluate market trends, investment ideas and business opportunities, and turn them into actionable insights and strategies. Founded in 1935 as a small brokerage firm, D.A. Davidson has grown into a diversified financial services company comprised of seven distinct business units across the U.S. Through the years, our most important service has remained consistent: a personalized approach that reflects the individuality of each of our clients. As part of an employee-owned company, each of our associates has a unique perspective of success. We believe in doing what is right for our clients and are empowered to deliver high-impact solutions. We are with our clients every step of the way—leveraging our nationally-recognized research, capital markets and investment banking expertise, and a robust network of financial advisors. Clients not only benefit from our expansive platform of solutions and services, but also from strong values rooted in tradition and a deep sense of responsibility to our communities.
