About Dew Wealth Management
Dew Wealth Management is a Fiduciary Investment Advisory Firm that provides “Virtual Family Office” wealth management services to entrepreneurs through a model that is disrupting the investment advisory industry. Our visionary model and elite team of highly entrepreneurial advisors has resulted in an aggressive growth trajectory that Inc. Magazine has recognized as one of the fastest-growing privately held companies in the United States. We have also been lauded by Investment News as one of the "Best Places to Work for Financial Advisors," and are a "Great Place to Work" certified company. Our mission is to unlock resources and foster connections to make rich real for high-impact entrepreneurs and they lives they touch.
If you love being challenged by complex problems and are hungry for an opportunity to rapidly advance your skillset and career, Dew Wealth Management offers a collaborative and supportive culture that will invest in your professional development in equal measure to your investments in our clients’ success.
About the Position
As an Associate Advisor, you will come alongside an Advisor, Lead Advisor, and Senior Advisor as part of a team assisting a book of highly successful entrepreneur/business owner clients in the management of their Virtual Family Office. The nature of our fiduciary relationship and innovative model means that you will be engaged in meaningful planning involving a diverse set of responsibilities and will have the opportunity to make a real impact on entrepreneurs’ personal and business financial outcomes. In addition, our collaborative culture and integrated business model will allow you to learn from one of the most elite teams in the industry.
primarily
Working within a Distributed Workforce
This role can be performed from the employee's home office for the majority of the time, but may require some infrequent visits to the office as needed for client meetings or collaboration.
Additionally, we hold an in-person meeting about four times per year in Scottsdale to get an opportunity to connect with your colleagues in person and align on quarterly objectives. Beyond that, however, your primary interaction with most of your colleagues will be through the cloud-based tech stack we leverage to align our distributed workforce, which includes employees across the United States.
Qualifications
- Bachelor’s degree, preferably in finance, economics, or accounting
- 1-2 years of experience with RIA in advisory support or advisory role preferred
- Minimum of 1-2 years of financial services experience
- Current enrollment in CFP® program is preferred but not required
- Corporate finance experience a plus
- Must reside in the greater Phoenix area, or be willing to relocate
To be successful, the ideal candidate will have:
- A desire to over-deliver and strive for excellence
- Enthusiasm
- High integrity
- Enjoys a fast pace environment
- Ability to work with high-level professionals (Attorneys, CPAs, etc.)
- Impeccable follow through
- Attention to details
- Technologically adept
This opportunity is for you if:
- You want to play a critical role as a highly regarded team member in a rapidly growing organization on the Inc. 5000.
- You want to learn from an elite team of advisors who possess advanced planning knowledge.
- You believe entrepreneurs are the lifeblood of the American economy and you are energized by their creativity, drive, and passion.
- You believe in the value of real comprehensive planning and that clients should pay a transparent fixed monthly fee for this service.
- You don’t want to build your own “book” and spend time sourcing clients. Instead, you want to deliver amazing value and make entrepreneurs’ lives easier by coordinating their team and delivering great results.
- You are relentless and will stop at nothing to drive results.
not
- You want to source clients and build a book of business.
- You want to spend considerable time researching the market and making investment allocation changes (investment management is <10% of this job).
- You want to have a considerable portion of your compensation based on selling
- You do not have high follow-through, good project management skills, and a propensity to take action.
- You are not intellectually curious and do not have a desire to constantly learn and improve.
Compensation
Compensation for this role is $80,000 per year, structured as a $65,000 base salary plus a performance bonus, paid semi-annually. A clear career path exists to earn six figures in about 18 months. Additionally, the firm offers a generous benefits package that includes, among other benefits, fully subsidized healthcare for employees, a 401(k)-matching program, and an Employee Stock Ownership Plan.
