Director, Private Wealth (Wealth Management)

Location: On-site in Denver, CO; Salt Lake City, UT; or Boise, ID. Travel across the Davidson branch footprint may be required, sometimes on short notice.

Base salary: $190,000–$245,000 per year, determined based on skills, experience, and geographic location.

Company

Independent, employee-owned financial services firm with more than 90 years of experience, focused on integrity, sound judgment, and exceptional client service.

What you will do

• Lead advanced planning and business development efforts supporting Financial Advisors and ultra-high-net-worth clients.
• Identify and cultivate UHNW opportunities through advisor partnerships, client engagement, centers of influence, and targeted business development.
• Lead strategic planning for Davidson Private Wealth and strengthen advisor engagement through consultation, education, and field partnership.
• Create and deliver advisor and client programs, events, and resources that translate advanced planning into practical execution.
• Build differentiated Private Wealth capabilities, planning resources, and client deliverables for complex client needs.
• Maintain expertise in tax, estate, wealth transfer, philanthropic, asset protection, and other advanced planning strategies.

Requirements

• Bachelor’s degree and 10+ years of relevant experience in wealth, estate, or tax planning, financial services, or a related field.
• Leadership, business development, advisor consultation, client meeting, public speaking, content development, and opportunity cultivation experience.
• Deep expertise in estate, tax-efficient, philanthropic, asset protection, wealth transfer, and advanced planning strategies for high-net-worth and ultra-high-net-worth clients.
• Expertise with eMoney and familiarity with other financial planning platforms and technology.
• Strong knowledge of the Internal Revenue Code and its application to complex planning scenarios.
• Series 7 and 66, or Series 7, 63, and 65, required within the first four months of employment.

Nice to have

• Juris Doctor, CPA, CTFA, or CFP® designation.
• Life, Health, and Long-Term Care insurance licenses, or equivalent expertise in wealth and asset protection strategies.

Culture & Benefits

• Medical, dental, and vision coverage.
• Company 401(k) and ESOP contributions.
• Paid sick, vacation, maternity, parental, and holiday leave.
• Professional development opportunities and tuition reimbursement with a $15,000 lifetime cap.
• Charitable gift-matching program and Davidson Day of Giving.