D. A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 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.
Job Description
D. A. Davidson is an independent, employee-owned financial services firm with more than 90 years of experience. We bring integrity, sound judgment, and exceptional service to every client and colleague relationship.
As Director of Private Wealth,



you will lead advanced planning and business development efforts that help Financial Advisors serve ultra-high-net-worth clients, deepen relationships, and turn sophisticated strategies into measurable growth and new assets.
Primary Qualifications:
Bachelor’s degree and 10+ years of relevant experience in wealth, estate, or tax planning, financial services, or a related field.
Proven leadership skills, with the ability to guide teams, influence stakeholders, and advance strategic initiatives.
Robust business development experience, including advisor consultation, client meetings, public speaking, content development, and opportunity cultivation.
Juris Doctor, CPA, CTFA, or CFP® designation strongly preferred.
Series 7 and 66, or Series 7, 63, and 65, required within the first four months of employment.
Deep expertise in estate, tax-efficient, philanthropic, asset protection, wealth

📌 Director, private wealth (Picton)
🏢 D.A. Davidson
📍 Picton