Careers at Dodds Wealth

We’re looking for someone who wants to become a Financial Advisor over time, ideally with a CPA or EA background. This role is a great fit for a career switcher from tax/accounting. They’ll support advisors with planning work, coordinate tax prep with our CPA partner, and help strengthen our tax-focused offerings for clients.

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This is first and foremost an operations role, someone who can step in on trading, new account setups, money movement, transfers, and audits to keep things running smoothly. They’ll also be relied on for Excel-based reporting, analysis, and workflow tools to strengthen our operations. On top of that, they’ll help expand our capabilities by supporting technology projects, including the implementation of AI tools and Stacker. Think of this person as both an operations utility player and a process and systems fixer.

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This is a hybrid role focused on both investment execution and client service. The associate will assist with trade execution, portfolio monitoring, and rebalancing, while also handling onboarding paperwork, custodial follow-ups, and client service requests. A strong fit would be detail-oriented, curious, and eager to grow into more specialized responsibilities.

Please click here for more detailed information and to apply.