Associate Wealth Advisor

Dodds Wealth Advisors (DWA) is headquartered in Bellefontaine, OH, with a satellite office in Dublin, OH. We offer our clients services including Portfolio Management, Wealth Planning, Risk Management, Estate Planning, Financial Planning, and Tax Planning.

Summary

The Associate Wealth Advisor is an integral part of the organization.  They will provide financial planning and relationship management to the accounts exhibiting lower levels of complexity. Candidate must be high-energy person. 

Responsibilities

• Provide positive and professional service to the client base assigned
• Handle all communication with the client base including phone calls, emails, and meetings
• Attend all client meetings and be responsible for all follow-up activities
• Build and maintain a relationship with the client base with the main focus on service
• Assist in developing annual client review materials
• Assist the Wealth Advisor Team as needed
• Develop and maintain written systems of all activities in our CRM
• Attend all Advisor training and information sharing meetings
• Maintain all continuing education requirements of a Wealth Advisor plus required training elements
• Attend all firm client events

Knowledge, Skills & Abilities

• Excellent interpersonal skills
• Excellent communication skills
• Excellent attitude and an extraordinary client service orientation
• A genuine interest in serving and caring for other people
• Excellent organizational and time management skills
• A burning desire to succeed
• Ability to handle multiple tasks and handle stress
• Current FINRA Series 7 license or has the ability to obtain one within 90 days of start
• Bachelor's degree or higher strongly preferred

We offer a great working environment in a professional office location right in the heart of downtown Bellefontaine. This is your chance to play a key role in the continued success of our company. Our culture is fast-paced, motivational, and focused on improving our clients’ lives.

If you’re interested in this opportunity, please send your resume and letter of interest to Troy Hermon – troy@doddswealthadvisors.com. Given the high demand for this position, we’re only able to contact the most qualified candidates.