Current Openings:

Below is a list of current openings at DWT.

Client Service Associate 

The Wealth Advisory Group of DiLauro Wracher & Thomas is currently seeking a full-time, customer-focused Client Service Associate in Akron, OH. In this role, you will perform a varying multitude of client service processes while also providing internal office support. The Client Service Associate reports directly to the leadership team and will serve not only as a key member of our team but also as an initial point of contact for our clients. 

Pay: Dependent on experience 


  • Health Insurance
  • Dental Insurance 
  • Paid Time Off
  • Paid holidays
  • 401K


  • Anticipate client needs, solve problems, and follow through with exceptional service
  • Respond to incoming emails and phone calls professionally to ensure the client's request is met in a timely fashion
  • Document all relevant action items and tasks 
  • Maintain all current DWT systems as presented
  • Interact with our partner firms' home office support to develop cooperative relationships 
  • Execute project-related tasks to contribute to the firm's development
  • Work closely with advisors in coordinating daily client correspondence
  • Cultivate ideas to develop or help improve office systems and protocol


  • At least 3 years of related experience
  • Financial services experience required
  • Series 7 is desirable but not required
  • Basic knowledge of investments and banking experience preferred

If you are interested in joining our team, please email us today!