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 communities, and giving back is one of our core values.

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.

• 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

• 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

• Provide trust and estate planning consultations to clients of D.A. Davidson & Co. These duties include the following:
• Meeting clients and assisting them in understanding the practical, tax and legal issues involved in estate planning so they 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.
• Being available as a resource to answer estate‑planning questions from clients and Financial Professionals.
• Conducting customer‑oriented estate‑planning seminars.
• 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:
• Promoting D.A. Davidson & Co. and D.A. Davidson Trust Company to the professional community.
• 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.
• 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:
• Participating in branch meetings on a regular basis; presenting estate‑planning ideas to help Financial Professionals expand their business.
• Conducting workshops at annual and regional meetings.
• Writing regular education materials.

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

• Medical, Dental and Vision
• Company 401(k) and ESOP…