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Why Work at Dew

WHY WORK AT DEW

Review
If you’re considering joining our team as a Financial Advisor, we’re sure you have a million questions about what this role is really like, and what it’s like to work here. So, we created this page just for you! Start by watching our welcome video if you haven’t watched it yet. Then, keep scrolling to learn more about career opportunities at Dew Wealth Management, what a day in the life of an Advisor is like, and hear directly from some of our current Advisors.

Fully Subsidized Healthcare

Flexible PTO and Work-From-Home Benefits

401k Matching

No-Cost Employee Stock Option Plan (ESOP)

Amazing Collaborative Culture

Fully Remote Opportunities

Career Opportunities at Dew Wealth Management

As an Inc. 5000 rapidly growing firm, opportunities for career advancement and professional development abound here. In the video below, our Vice President, Bryce Keffeler, discusses the career trajectory from Associate Advisor all the way up to Senior Advisor.

A Day in the Life of an Advisor

Probably the single most common question we get asked in interviews is, “what’s a day in the life of an Advisor like.” So, to help you get a sense of that as early in the process, and as clearly as we can, our Senior Advisor Nate Birkholz recorded this overview for you.

What Our Employees Say

By now, you’re likely aware that our company culture has earned us a Great Place to Work Certification and have read the comments from our employees on Glassdoor.com. But there’s no substitute from hearing directly from some current employees about why they decided to join our team, and their experience so far. So, watch the videos below to hear some stories from just a few of our Financial Advisors.

The centerpiece of our culture is our 5 Core Values of transparency, collaboration, curiosity, visionariness, and our commitment to hustle to GSD. They define the culture hear at Dew Wealth Management as clearly and succinctly as we know how, and you’ll hear reference to those values in the videos below. You can read a more detailed description of those values in this document, or watch this video to hear the founders, Jim & Mimi Dew, give an overview of them.

Ryan Cox

Sarah Waldren

Want to know even more about what we do, and who we serve?

Check out our Business Model

Read more about our unique business model

Our Process

Click Here

Client Testimonials

Hear directly from our clients about the results we get for them.

Our Clients

Click Here

Careers

CAREER OPTIONS

Our visionary business model and elite team of highly entrepreneurial advisors have combined to put Dew Wealth Management on an aggressive growth trajectory that Inc. Magazine has recognized as one of the fastest growing privately held companies in the United States. To keep pace with this rapid growth, we’re always looking for great people to join this amazing team.
So, if you love being challenged by complex problems and are hungry for an opportunity to advance your skill set and career rapidly, 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, along with other fun benefits like:

Fully Subsidized Healthcare

Flexible PTO and Work-From-Home Benefits

401k Matching

No-Cost Employee Stock Option Plan (ESOP)

Amazing Collaborative Culture

Fully Remote Opportunities

Review

Click on the links below to read more details about, and apply to, our currently open positions.

Intake Coordinator

If you’re looking for an opportunity to play a pivotal role in building out our sales systems, gain sales experience, and get on a professional development curve that can lead toward increasing responsibilities and compensation within the professional services sales space as part of an Inc. 5000 rapidly-growing company, our Intake Coordinator role may be for you.

This is a client-facing hybrid role that will require you to work out of our Scottsdale Office at 8888 E. Raintree Dr., Suite 110 Scottsdale, AZ 85260 at least three days a week (sometimes more, depending on schedules and logistics of other employees). During the days you’re not required to be physically in the office for client or vendor-facing responsibilities, you can manage calls and Zoom meetings remotely as you desire.
Read More and Apply

IT Administrator

As an IT Administrator, you will work with leadership to design, deploy, and maintain the Microsoft 365–based IT infrastructure that powers our hybrid workforce. You’ll own end‑user support, security policies, and cloud architecture to ensure seamless, scalable operations as we grow from 34 to 100+ employees. This hands‑on role offers the opportunity to drive new IT initiatives and make a real impact on our efficiency and security—learning and collaborating within one of the most innovative teams in wealth management.

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Associate Advisor

As an Associate Financial 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.

We are not currently recruiting for this role, but please feel free to learn more and join the holding pool by clicking below.
join the holding pool

Operations Team

We are not actively recruiting for any specific positions within our Operations and Administrative teams right now, as we have fairly recently completed a hiring round to fill some key roles in this arena. But, as an Inc. 5000 rapidly-growing company, it won't be too terribly long before we are looking to hire more people for these types of positions again. So, if you're curious to get a sense of the type of roles that we'll be posting ads to this page for in time, click the link below.
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Speaking/Media

SPEAKING &
MEDIA

Functional Wealth Management® Made Simple

Jim Dew’s mission as an advisor to the entrepreneur is to bring awareness, protection, and the custom family office strategies into the hands of the entrepreneurs who need it the most.

If you have the right audience who can benefit from Jim’s professional guidance, whether it’s at a mastermind group, a conference, or a networking event, please fill out the form below for consideration.

If you would like to interview Jim for a podcast, speak on your stage, have him write an article, or feature him in your publication, please fill out the form below.

Check Out The Podcasts Where Jim Is Featured

Check Out Articles Featuring Jim

What Elite Entrepreneurs Are
Saying About Jim's Book

“Making things clear and simple takes work. Being complicated and confusing is much easier. Jim explains complex concepts as clear and simple as any financial advisor I've ever met.”

Dan Sullivan

Founder of Strategic Coach

“Jim teaches wealth hacking strategies in Beyond a Million (a title we brainstormed together!) to help flourishing entrepreneurs know what to do to stay wealthy. These are vital but unnatural skills for the kinds of minds that grow companies!”

Dave Asprey

Founder & CEO of Bulletproof

“In this must read, Jim puts heart into wealth management as only he can.”

Sandra Joseph

Author of Unmasking What Matters,
10 Life Lessons from 10 Years
on Broadway

“Beyond a Million inspires any entrepreneur to avoid a riches to rags story.”

Dr. Sean Stephenson

Professional Speaker and
Author of Get Off Your ‘But’

“I’ve been telling Jim for more than 20 years that he should write a book. In Beyond a Million, he gives away his secrets. A must read for any elite entrepreneur.”

Joe Polish

Founder of Genius Network

Unpaid testimonials provided by actual clients of Dew Wealth Management, LLC.

Jim Dew, CFP®, MBA, ChFC®, CPWA®, CDFA™

CEO of Dew Wealth Management

Jim Dew, Advisor To The Entrepreneur®, is the CEO and Founder of Dew Wealth Management. Jim has twenty-six years of experience building virtual family offices for entrepreneurs. He earned a BS in Mathematics from the University of Arizona and an MBA from Arizona State University. Jim is a Certified Financial Planner®, Chartered Financial Consultant®, and a Certified Private Wealth Advisor®. He has been a guest on big podcasts like Entrepreneurs On Fire, Business Lunch, The Vacation Effect, The Respect, and The Ultimate Advisor. Jim has presented on many stages such as War Room, Genius Network Annual Event, Legendary Life, Consumer Health Summit, and Pathfinder to name a few. Jim has been featured in Inc, Entrepreneur, and Huffington Post magazines and is the author of “Beyond a Million: The Entrepreneur’s Playbook for Expanding Wealth, Freedom, and Time.”

Contact Jim Dew for Speaking Engagements and Media Inquiries

The preceding comments are the express opinions of the commenters themselves and concern only the contents of Beyond A Million: The Entrepreneur’s Playbook For Expanding Wealth, Freedom And Time. The comments should not be construed in any way as an endorsement of, and are not representative of any client’s experience with Dew Wealth Management, LLC or Jim Dew in his capacity as an investment adviser representative. Rather, the comments are intended only to provide insight into the concepts detailed in the publication and the author’s ability to explain complex topics. Clients of Jim Dew and Dew Wealth Management, LLC can and will experience varying levels of satisfaction with the services, performance, and personnel of Dew Wealth Management, LLC, and all clients and prospective clients should be guided accordingly.

Who We Serve

WHO WE SERVE

We are Fiduciaries Passionate About

Serving Growth Oriented Entrepreneurs

We do our best and most rewarding work with clients who see us as a Linchpin Partner® in leading a successful life.
  • Specialization in working with entrepreneurs
  • Experience working with entrepreneurs
  • Fiduciary Standard of Care (the entrepreneur comes first)

Dew Wealth Management serves entrepreneurial individuals and families seeking the professional advice of a wealth manager.

If you meet the below criteria then you are in excellent standing to work with Dew Wealth,
should you choose to schedule a call.

We directly serve Entrepreneurs who:

Are growth oriented.

Have big dreams.

Profit at least $1MM each year or who are paying over $200k in taxes each year.

May be planning to sell their business within the next 3-5 years.

Have a Collaborative Mindset.

Understand the freedom wealth brings yet value people over money.

gapingvoid

“After spending more than two decades focused on protecting the assets of entrepreneurs, a few things have become clear to me. Every entrepreneur wants freedom. Freedom from the status quo. Freedom from the limitations others place on themselves. Freedom from scarcity. Freedom to expand, grow, and create. Freedom to take an idea and turn it into wealth. Freedom from the complexity and confusion when it comes to keeping their wealth.

Since it takes a different skill set to keep money than it does to make money, we make wealth management simple and effective so that the entrepreneur can say “YES” to life.”

We look forward to the opportunity to help
you make the most of your wealth.

Click HERE to Find Out More

Our Process

Our Process

THE ENTREPRENEUR'S

VIRTUAL FAMILY OFFICE®

WE HELP MILLIONAIRES THINK LIKE BILLIONAIRES®

As an entrepreneur, you might find yourself at the center of a wheel with a great many spokes revolving around you. One spoke is occupied by your accountant. Another spoke holds your insurance agent. Yet another is for your estate attorney.

gapingvoid

As you can see in the first illustration… each of these specialists work in his or her own space, rarely—if ever—communicating with any of the others. This leads to YOU being responsible for every moving part and unfortunately this can hurt the safety and security of your finances.

What is a Family Office?

A Family Office is when a wealthy family hires all the needed professionals to handle their wealth management as full time employees working only for the family. These wealthy families have a dedicated CEO who runs the entire office. Family offices are usually reserved for people with more than $200 million because of the payroll cost to create and maintain them.

I got an introduction to a family office CEO in NYC.

He was the son of the individual who created all the wealth. He’d been groomed to run the family office since he was a young man (and when I met him he was in his sixties!).

Old money. Big money.

He opened up his Family Office strategies and operational techniques to me. He even let me interview his Family Office advisors.

I came away with three key insights:
  • Every advisor in the Family Office was an A player, collaborating and coordinating their efforts in a way I had never seen before – not through a private bank, brokerage firm, or independent financial advisor.
  • Their tax, estate, and asset protection attorneys were highly specialized for entrepreneurs.
  • Since every advisor knows everything about the family, they can vet every strategy based on that in-depth knowledge.

We believe that entrepreneurs like you contribute to everything great in this world. You improve the economy, you create jobs, you innovate, and you give back. We believe that you deserve to

MAKE RICH REAL®

MAKE RICH REAL® means different things to different entrepreneurs. For one, it might mean flying first class or private.  To another it could mean taking three months off to travel Europe.  To yet another, it might mean having funds available to educate future generations or help causes they care about. The Entrepreneur’s Virtual Family Office® strives to MAKE RICH REAL for each entrepreneur’s personal desires and wishes.
When you MAKE RICH REAL® you can create freedom:

The FREEDOM to step into a life that most are afraid to create

The FREEDOM to know that even if you fail… you have a plan to provide for the future

The FREEDOM to reinvest in your business

The FREEDOM to make a massive impact through charitable giving

The FREEDOM to create new life experiences

The FREEDOM to be confident knowing that your family is protected even if something happens to you

The FREEDOM to say YES to life.

Your Next Step

CLICK HERE TO SEE IF YOU QUALIFY FOR A FAMILY OFFICE ASSESSMENT

“If we fit, then we can discuss how to begin a fun, exciting, and fruitful collaboration”