Job description
Description: Founded in 1991, Dodds Wealth is a privately owned Registered Investment Advisor dedicated to delivering exceptional personalized service to a select group of clients using a disciplined, team-based approach. For more than three decades, we have built our reputation on preparation, process, and long-term client relationships. Position Summary Dodds Wealth is seeking a Client Services Associate to support our mission of delivering thoughtful, proactive wealth management and an excep…