Planning Coordinator — Wealth Planning

Job overview

The Planning Coordinator — Wealth Planning role is onsite in Denver, CO, full-time. The stated base pay range is $65,000–$80,000 per year. The coordinator supports Senior Planners, Financial Advisors, and Wealth Managers serving high-net-worth and ultra-high-net-worth clients at D.A. Davidson. The role organizes planning workflows, client meetings, and communications with clients’ tax and legal advisors. By tracking deliverables, coordinating handoffs, and maintaining complete planning inputs and compliant documentation, the coordinator helps the Wealth Planning Group move client engagements forward efficiently; the role provides logistics and coordination, not financial advice.

What you'll do

• Manage planning intake, priorities, and scheduling
• track deliverables, timelines, and dependencies
• coordinate handoffs among Advisors, Paraplanners, Senior Planners, Directors, and Trust partners
• ensure cases follow established workflows
• serve as primary contact for planning logistics and coordination, not advice
• oversee data and document collection
• maintain planning tools, templates, and communication standards
• support capacity tracking and workflow reporting
• coordinate planning events and initiatives
• and ensure processes and documentation meet regulatory, fiduciary, and operational requirements.

What we're looking for

Skills & competencies

full-time

planning coordinator

wealth planning

denver co

d.a. davidson

$65k–$80k/year

financial services

client meeting coordination

workflow management

high-net-worth clients

series 7

series 66

fpqp

regulatory documentation

Work arrangement

• Weekend coverage required

Benefits & perks

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

Why this role

Series 7 and Series 66 licenses, or ability to obtain both within 180 days; FPQP certification, or ability to obtain it within one year. Financial services experience is strongly preferred.

About the employer

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