Senior Trust & Estate Planner

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 communitiesand 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 :

Duties :

What we offer :

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

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.