Join Our Team

The Independence You Want With The Infrastructure You Need

At Dollar Investment Services, we help experienced financial professionals build thriving, client-centered practices. As part of our firm, you’ll serve clients who value long-term relationships, community connection, and trust. With a competitive compensation structure, a supportive operational team, and an independent platform through Cetera, we give you the flexibility and infrastructure to do what’s best for your clients and your business.

A Culture That Supports Your Growth

Our firm was built for professionals who value independence and long-term relationships. Conveniently located at Dollar Bank - a community bank with more than 170 years of banking history, Dollar Investment Services is a distinct and separate investment program through Cetera Investment Services where you'll have access to untapped referral potential across an established market, and a marketing team dedicated to amplifying your reach. With leadership that truly believes in the value of your book, you can build your practice with confidence.

Build Your Practice, Your Way

Benefit from operational and administrative support that removes complexity and frees up time for client work. You’ll have access to Cetera’s broad platform, giving you the flexibility to build strategies that fit each client’s unique needs. With streamlined systems behind you and full autonomy in front of you, you’re empowered to build your practice the way you want to run it.

Who We’re Looking To Work With

Our firm is seeking professionals who bring experience, integrity, and a commitment to building long-term client relationships.

Experienced Financial Advisors

Professionals From Financial Institutions

Exiting And Transitioning Advisors

Take The Next Step In Your Career

We’re expanding across established territories and looking for professionals who want to grow with us. Let’s talk about how Dollar Investment Services can help you build your future while continuing to do what’s best for your clients.

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Our Practice Management Tools

Compliance Assistance

Our dedicated compliance team helps you navigate complex regulations so you can be confident in every client communication you release.

Practice Development

Access experienced marketing and business development support designed to help you attract clients, deepen relationships, and grow your book.

New Client Onboarding

Streamline your onboarding process with integrated systems, operational support, and clear communication for every new relationship.

Back Office Support

From administrative assistance to trade processing, our support team handles the details so you can focus on what you do best: serving your clients.

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Building Long-Term Trust

Learn what drives our full-service financial services firm and how we strive to build lasting client relationships based on trust.

Explore The Firm

How We Guide Clients

We start with client goals, build a tailored plan, and serve as a financial quarterback so every piece fits together.

Discover Our Approach

Start The Conversation

Ready to take the next step? Reach out to our team to meet virtually or in person about your financial goals.

Reach Out Today