Associate Investment Advisor
Dcmol
About this role
Donaldson Capital Management is hiring an Associate Advisor to support their Indianapolis Diamond Team. The role emphasizes operational excellence, client experience, and professional growth within a wealth management setting. It involves working closely with senior advisors to ensure seamless client onboarding, meeting preparation, and follow-through on financial planning activities.
Skills
About Dcmol
dcmol.comDonaldson Capital Management is a financial advisory firm offering custom financial planning and investment management services. Their team of experienced advisors works with clients from offices in Atlanta, GA; Columbus, IN; and Evansville, IN. They deliver personalized investment strategies and planning tailored to clients’ long‑term goals such as retirement planning, wealth accumulation, and risk management. DCM emphasizes a client‑focused, advisor‑led approach to help individuals and families navigate financial decisions.
About Dcmol
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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View leadership team, funding history,
and employee contacts for Dcmol.
Salary
$63k – $98k
per year