Director, Private Wealth

📋 Description

• Identify and cultivate UHNW opportunities through advisor partnerships, client engagement, centers
• Lead strategic planning and business development for Davidson Private Wealth, strengthening advisor
• Create and deliver advisor and client programs, events, and resources that translate advanced
• Build differentiated Private Wealth capabilities, planning resources, and client deliverables that
• Maintain leading-edge expertise in tax, estate, wealth transfer, philanthropic, and advanced

🎯 Requirements

• Bachelor’s degree and 10+ years of relevant experience in wealth, estate, or tax planning
• Proven leadership skills, with the ability to guide teams, influence stakeholders, and advance
• Strong business development experience, including advisor consultation, client meetings, public
• 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 transfer, and

🎁 Benefits

• Competitive salary
• Medical, Dental and Vision
• Company 401(k) and ESOP contribution
• Generous sick, vacation, and maternity/parental leave
• Paid holidays
• Professional Development Opportunities