Associate Financial Advisor / Financial Planner (Remote)

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.

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

• Current enrollment in CFP® program is preferred but not required
• Corporate finance experience a plus
• Minimum of 1-2 years of financial services experience
• 1-2 years of experience with RIA in advisory support or advisory role preferred
• Must reside in the continental United States, excluding CA.
• Bachelor’s degree, preferably in finance, economics, or accounting

To be successful, the ideal candidate will have:

• High integrity
• Ability to work with high-level professionals (Attorneys, CPAs, etc.)
• Technologically adept
• A desire to over-deliver and strive for excellence
• Impeccable follow through
• Attention to details
• Enjoys a fast pace environment
• Enthusiasm

This opportunity is for you if:

• 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 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 are relentless and will stop at nothing to drive results.

This opportunity is not for you if:

• You want to source clients and build a book of business.
• You are not intellectually curious and do not have a desire to constantly learn and improve.
• 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 want to spend considerable time researching the market and making investment allocation changes (investment management is <10% of this job).

Compensation

Compensation for this role is $80,000 per year, structured as a $65,000 base salary plus a $15,000 performance bonus, paid semi-annually. 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 Ownership Plan.

Please apply via the external link provided. Send all other inquiries to [email protected].

Job Type: Full-time

Pay: $80,000.00 per year

Benefits:

• 401(k) matching
• Flexible schedule
• Health savings account
• Dental insurance
• Professional development assistance
• 401(k)
• Vision insurance
• Retirement plan
• Life insurance
• Flexible spending account
• Paid time off
• Health insurance

Supplemental pay types:

• Bonus pay

Work Location: Remote