Director Of Private Wealth At D.A. Davidson

D.A. Davidson

Lead the Private Wealth division at D.A. Davidson with advanced planning and business development strategies. Enhance client relationships and grow assets for ultra-high-net-worth clients.As the Director of Private Wealth, you will contribute to the success of D.A. Davidson by guiding Financial Advisors on sophisticated strategies and fostering key partnerships. This role requires 10+ years in wealth, estate, or tax planning, and exceptional leadership in business development. Your expertise will be vital in fostering engagement and practical execution of advanced planning initiatives.Key Responsibilities:

Identify UHNW opportunities through advisor and client engagement
Lead strategic planning for Davidson Private Wealth
Develop programs and resources translating advanced planning into execution
Build client deliverables addressing complex Private Wealth needs
Maintain expertise in tax and estate planning strategiesRequirements:
Bachelor’s degree and 10+ years of relevant experience
Proven leadership and business development skills
Juris Doctor, CPA, or CFP® preferred
Deep expertise in wealth transfer and asset protection strategies
Excellent communication and project management skillsElevate ultra-high-net-worth client engagement while advancing your leadership skills in this pivotal role.#J-18808-Ljbffr

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Vacancy posted 3 hours ago

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