Director of Private Wealth

Job overview

The Director of Private Wealth role is onsite in Denver, CO, with a potential base pay range of $190,000–$245,000 per year. D.A. Davidson is an independent, employee-owned financial services firm focused on integrity and service to clients and communities. The director leads advanced planning and business development to help financial advisors serve ultra-high-net-worth clients, deepen relationships, and translate sophisticated strategies into measurable growth and new assets. The role builds planning resources and programs that strengthen the firm’s Private Wealth capabilities.

What you'll do

• Identify and cultivate ultra-high-net-worth opportunities through advisor partnerships, client engagement, centers of influence, and targeted business development
• lead strategic planning and business development for Davidson Private Wealth
• consult with, educate, and partner with advisors
• create advisor and client programs, events, and resources
• build planning capabilities and client deliverables
• maintain expertise in tax, estate, wealth transfer, philanthropic, and advanced planning strategies.

What we're looking for

Skills & competencies

private wealth

financial planning

advanced planning

estate planning

tax planning

business development

ultra-high-net-worth

denver co

d.a. davidson

$190k–$245k/year

Work arrangement

• Weekend coverage required

Benefits & perks

• Medical, dental, vision, 401(k) and ESOP contribution, sick and vacation leave, parental leave, paid holidays, professional development, tuition reimbursement, charitable gift matching, and a company day of giving.

Why this role

Requires Series 7 and 66, or Series 7, 63, and 65, within the first four months; travel across the Davidson branch footprint may be required, sometimes on short notice.

About the employer

D.A. Davidson is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.