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Bankers Trust

Phoenix, Arizona

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Oppenheimer & Co., Inc.

Bellevue, Washington

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Schulfer & Associates, LLC Logo
Schulfer & Associates, LLC

Stevens Point, Wisconsin

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Confidential

Denver, Colorado

Perkins Coie

Seattle, Washington

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Moneywatch Advisors

Lexington, Kentucky

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Waypoint Wealth Partners

Mill Valley, California

Fortress Financial Group

Rochester, Minnesota

Universal Property & Casualty Ins. Company

Florida

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Aspyre Wealth Partners

Overland Park, Kansas

ISC Financial Advisors Logo
ISC Financial Advisors

Minneapolis, Minnesota

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Guide My Finances

Carlsbad, California

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STRATA Trust Company, Inc.

Waco, Texas

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CF Industries

Northbrook , Illinois

Collier County Board of County Commissioners

Naples, Florida

Harbor Capital Advisors

Boston, Massachusetts

http://www.foundersfcu.com/careers Logo
http://www.foundersfcu.com/careers

Lancaster, South Carolina

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Director of Wealth Planning
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 85 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering exceptional service to our clients and each other. We support a friendly, open and respectful 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. We are currently seeking an experienced and multifaceted Wealth Planning leader to provide strategic direction for


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