Planning Coordinator

D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive 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. Job Description 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.  Primary Qualifications: •    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 i