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Director of Wealth Planning

D.A. Davidson & Co.

This is a Full-time position in Los Angeles, CA posted January 11, 2021.

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Davidson Companies is an independent, employee-owned company with a rich history spanning 85 years.

We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering exceptional service to our clients and each other.

We support a friendly, open and respectful culture, and encourage candid communication and productive engagement that make our companies and each of us better.

Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values.

You can learn more about our company culture and impact in our latest annual report.nn nnWe are currently seeking an experienced and multifaceted Wealth Planning leader to provide strategic direction for the Wealth Planning department of the Advisor Solutions Team, serve as an advocate and evangelist of D.A.

Davidson Companies Wealth Planning services, and provide financial and estate planning expertise in consultation with Financial Professionals and their clients as a senior planner.nn nnIn this player-coach role, the Director of Wealth Planning is expected to be a subject matter expert on a broad range of financial and estate planning strategies, and be masterful in client engagement particularly in complex cases.

The Director of Wealth Planning engages in priority consulting services which range from conference calls and/or in-person meetings with Davidson Financial Professionals and their individual clients, to conducting client seminars and internal training sessions.nn nExperience and Skillsn nn Qualifications: nn nn
• Bachelor’s Degree and a minimum of 10+ years of relative professional experience.n
• Prior management experience and experience as a Financial Professional preferred.n
• Juris Doctor and CFP® strongly preferredn
• Series 7 and 66 (or 7, 63, and 65) required within first 6 months of employmentn
• Life, Health, and Long-Term Care Insurance Licenses required within first 6 months of employmentn
• Expert knowledge of MoneyGuidePro and familiarity with other planning tools and technologyn
• Ability to analyze and simplify complicated wealth planning solutions to a variety of clientelen
• Leadership capabilities to see projects and initiatives to completion and to carry out the mission of the department.n
• Act as a key resource and contributor on cross-departmental projects.

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• Excellent interpersonal, communication, presentation and project management skills with the ability to collaborate across business divisions and teams.n
• Flexibility to travel to branches in the Davidson footprint, sometimes with short notice.

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• Ability to maintain regular, predictable attendance.n
• Intimate solid understanding of the Internal Revenue Code.n
• Experience in developing estate plans for ultra-high net-worth clients.nn nn Duties: nn nn
• Responsible for all general business activities and departmental leadership including development and implementation of short and long-range department objectives and strategies, and tracking to completion.

Manages budget and controls expenses.

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• Manages and executes customized client wealth planning analysis, recommendations, plan development, presentation, and execution in collaboration with Financial Professionals (FPs).

Consults with clients and FPs on a variety of planning strategies including estate planning, equity-based compensation, asset protection, multi-generational wealth transfer, federal and state death tax minimization, tax advantaged philanthropic gifting, business succession, wealth replacement, gifting, key-person insurance, qualified plans, and non-qualified deferred compensation.

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• Coordinates the design, development, implementation and assessment of all Wealth Planning programs.n
• Leads all aspects of Planning Resource Center activities and initiatives to ensure quality training of Financial Professionals, and Apprentices on MoneyGuidePro and the execution of a planning practice.n
• Oversees and supervises Custom Proposal Consulting activities to ensure accuracy and quality of recommendations.n
• Ensures department generates quality client-facing and advisor-facing educational materials.

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• Develops and presents educational seminars for clients as well as internal training seminars.n
• Keeps current with tax and estate planning solutions by reading relevant journals, going to meetings/seminars and attending relevant courses.n
• Performs other duties as assigned!nn nnWe are an equal opportunity employer and value diversity at our company.

We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment.

Please contact us to request accommodation.nn n n