Associate Advisor

IMPORTANT NOTE ABOUT OUR CURRENT HIRING NEEDS FOR THIS ROLE...

We are NOT actively recruiting for this role as we have fairly recently completed a large hiring round, bringing several new Associate Advisors into the organization. But, as an Inc. 5000 rapidly-growing company, it won’t be too terribly long before we are looking to hire more people for this position again. Right now, we’re expecting to launch our next recruiting campaign for this role sometime in late Q1 or early Q2 of 2023.

This page exists, therefore, to put this opportunity on the radar of people who might be open to joining us at that time. If you’d like to submit your resume toward that end, the application options on this page will give you that opportunity. But, we won’t be in a position to follow up on your application until sometime in late Q1 or early Q2 of 2023.

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.

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.

This is a fully remote role, and there are no business development responsibilities as part of this role. Compensation is paid exclusively through salary and bonuses based on performance. Further, there is a clearly defined career advancement path within this organization and a potential for an ownership opportunity at no cost and with no risk.

Working within a Distributed Workforce

This is a fully remote role. Approximately four times per year, we will pay you to fly out to our headquarters in Scottsdale, AZ to get an opportunity to connect with your colleagues in person and align on quarterly objectives. Beyond that, however, your primary interaction with your colleagues will be through the cloud-based tech stack we leverage to align our distributed workforce, which includes employees across the United States.

Notwithstanding the virtual nature of our model, at present, we are only hiring applicants who reside within the continental United States to minimize HR and tax complexities and to keep our team within four time zones of each other.

Qualifications

To be successful, the ideal candidate will have:
This opportunity is for you if:
This opportunity is not for you if:

Compensation

Compensation for this role is $80,000 per year, structured as a $65,000 base salary plus a $15,000 performance bonus, paid quarterly. A clear career path exists to get to a six-figure salary in about 18 months. Additionally, the firm offers a generous benefits package that includes, among other benefits, fully subsidized healthcare, a 401(k)-matching program, and an Employee Stock Option Plan.