Director, Private Wealth
D.A. Davidson Companies
- Salary
- $190k - $245k
- Experience
- 10+ yrs
- Location
- Denver or Salt Lake City or Boise
- Job type
- Full-time
About the role
Bachelor's degree and 10+ years in wealth, estate, or tax planning; proven leadership and business development; Series 7 and 66 (or 7, 63, 65) required within 4 months; JD, CPA, CTFA, or CFP preferred; eMoney expertise; travel across branch footprint.
About D.A. Davidson Companies
Employee-owned financial services holding company providing wealth management, investment banking, capital markets, trust, and asset management services.
This page is fully interactive when JavaScript is enabled. Please enable JavaScript to apply or browse related roles.
