Senior Trust & Estate Planner

D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning more than 80 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.

Summary/Function: 

D.A. Davidson is seeking a stellar Senior Trust and Estate Planner to provide trust and estate planning consultations directly to clients of the D.A. Davidson Trust Company as well as D.A. Davidson & Co. Financial Professionals and their clients. This position will promote professional relationships in the communities where D.A. Davidson & Co. does business and will help provide greater education and training on the benefits and techniques of trust and estate planning. 

Required Qualifications:

The requirements listed below are representative of the knowledge, skill and/or ability required.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Four Year College degree in Accounting, Finance, Business Management, Trust Administration or Law

• 10 + years of fiduciary experience, with a focus on business development and relationship management

• Working knowledge of advanced estate planning concepts, tax strategies and an overall knowledge of Wealth management and the securities industry.

• Effective communication skills both verbal and written, being able to convey thought provoking insight regarding client issues and concerns.

• Proven analytical ability and detail orientation with ability to manage client and firm priorities

• Strong computer skills, currently Microsoft Suite of products and ability to learn proprietary bank platforms and software.

• Ability to work effectively as part of a team; mentor others and serve as a role model

Preferred Qualifications:

• JD, LL.M in Taxation, Masters of Taxation 

• Advanced degree or designations such as CPA, CFP, CPWA, CIMA

• 10+ Years of fiduciary experience with a focus on business development and relationship management

Duties:

• Provide trust and estate planning consultations to clients of D.A. Davidson & Co. These duties include the following:

o Meeting clients and assisting them in understanding the practical, tax and legal issues involved in estate planning such that clients may make informed and intelligent decisions regarding their families, assets and available resources. Following through with the client’s attorney and helping ensure that the estate planning process is completed.

o Being available as a resource to answer estate-planning questions from clients and Financial Professionals. 

o Conducting customer-oriented estate-planning seminars. 

o Partnering with Financial Professionals to identify clients who may benefit from the services of the D.A. Davidson Trust Company and develop a plan to support their trust and estate planning needs. 

• Build relationships with key centers of influence in the community. These duties might include the following:

o Promoting D.A. Davidson & Co. and D.A. Davidson Trust Company to the professional community.

o Identifying influential attorneys and CPAs across the D.A. Davidson & Co. footprint who can professionally assist clients as well as act as points of contact for developing new business.

o Become an informational resource for answering trust and estate planning questions and develop a positive image of D.A. Davidson & Co. and D.A. Davidson Trust Company within the professional community.

• Provide education to Financial Professionals and Trust & Fiduciary Advisors on the benefits and techniques of estate planning, and how estate planning will help grow their business. These duties may include the following:

o Participating in branch meetings on a regular basis; presenting estate-planning ideas to help Financial Professionals expand their business.

o Conducting workshops at annual and regional meetings.

o Writing regular education materials.

What we offer:

Competitive salary plus excellent benefits and perks including, but not limited to:  

•Medical, Dental and Vision

•Company 401(k)and ESOP contribution 

•Generous sick, vacation, and maternity/parental leave

•Paid holidays

•Professional Development Opportunities

•Tuition Reimbursement ($15,000 lifetime cap)

•Discounted personal insurance including home, auto and recreational vehicles

•Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work.  

D.A. Davidson has been in business for over 87 years! Our success is driven by our high standards of business ethics, integrity and conduct and the belief that our Associates are our most important assets.  We hope you will consider joining us! 

At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees.

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, 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.

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