Careers at Dodds Wealth

Dodds Wealth is seeking an Operations & Client Service Associate to support our mission of delivering thoughtful, proactive wealth management and an exceptional client experience. This role exists to ensure daily operational processes are executed accurately and consistently, while proactively identifying opportunities to improve workflows and strengthen the client experience. The Operations Associate is responsible for supporting account administration, operational workflows, and internal systems, and works closely with advisors and the operations team to promote operational efficiency, problem resolution, and continuous improvement. information and to apply.

Our financial planning development program is a hands-on internship designed for detail-oriented students eager to grow in wealth management. Interns will assist with preparing for client meetings, data migration, and support team members across the firm. Our goal is for interns to gain broad exposure to client service, operations, and the inner workings of a wealth management business.

Please click here for more detailed information and to apply.