Company Overview Founded in 1991, Dodds Wealth Management Group is a privately-owned financial advisory firm specializing in fee-based discretionary asset management for high-net-worth individuals and families. We customize portfolios based on their client’s financial goals and work closely with them, their tax advisors and estate attorneys to form a comprehensive view of their financial situation. For the last decade we have been one of the top firms in Colorado and its founder, Andrew Dodds, has been recognized by Forbes (2018 …
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Company Overview Founded in 1991, Dodds Wealth is a privately-owned financial advisory firm specializing in fee-based discretionary asset management for high-net-worth individuals and families. We customize portfolios based on clients’ financial goals and work closely with their tax advisors and estate attorneys to form a comprehensive view of their financial situation. Position Overview The Client Service Coordinator plays a crucial role in delivering exceptional onboarding and service experiences to our clients. This entry-level position is part of the operations team …
