Job Description

YOUR ASSOCIATE ADVISOR OPPORTUNITY OF A LIFETIME

Position: Associate Advisor

Job Type: Full-time

Salary: $65,000-$80,000

WHAT WE OFFER:

• Bonus plan
• Health Plan (medical 100% paid by DEW Wealth)
• 401K Plan (after 3 months of employment with up to 4% match)
• Ownership opportunity at no cost and with no risk in approximately 2 years
• Ability to work alongside the best of the best niche professionals and specialists

READ TO THE BOTTOM FOR INSTRUCTIONS

DEW WEALTH MANAGEMENT, a Fiduciary Investment Advisory Firm in Scottsdale specializing in working with entrepreneurs/business owners seeks a new full-time Associate Advisor to support Lead Advisor and Senior Advisor. This advisor will be engaged in meaningful planning and responsible for making a real impact on entrepreneurs' personal and business financial outcomes. In addition, this advisor will be learning from one of the best Senior Advisors in the industry. There will be no business development and compensation is through salary and bonuses based on performance and retention. Potential for ownership opportunity at no cost and with no risk in approximately 2 years.

THIS OPPORTUNITY IS FOR YOU IF:

• You want to be an early and foundational part of a firm on a trajectory to double in size every 3 years
• You want to be a highly regarded team member in helping to build The Entrepreneur’s Virtual Family Office®
• You believe in the value of real comprehensive planning and that clients should pay a transparent fixed monthly fee for this service
• You want to learn from a group of talented Lead and Senior Advisors who possess advanced planning knowledge
• You want to work alongside the best of the best niche professionals and specialists
• You don’t want to build your own “book” and spend time sourcing clients. Instead, you want to deliver amazing value and make entrepreneur’s lives easier by coordinating their team and delivering great results
• You believe entrepreneurs are the lifeblood of the American economy and you are energized by their creativity, drive and passion
• You are relentless and will stop at nothing to drive results
• You will be fulfilled by realizing the impact you can make as you eliminate entrepreneur’s stress so they can spend more time and energy building amazing businesses

THIS OPPORTUNITY IS NOT FOR YOU IF:

• 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 curious and have a desire to constantly learn and improve

QUALIFICATIONS:

• Bachelors degree, preferably in finance, economics or accounting
• 1-2 years experience with RIA in advisory support or advisory role preferred
• Minimum of 1-2 years financial services experience
• Current enrollment in CFP® program preferred but not required
• Corporate finance experience a plus
• To be successful, the ideal candidate will have:

-A desire to overdeliver and strive for excellence

-Enthusiasm

-High integrity

-Enjoys a face pace environment

-Ability to work with high-level professionals (Attorneys, CPAs, etc.)

-Impeccable follow through

-Attention to details

-Technologically adept

IF YOU BELIEVE YOU CAN BE A TOP PERFORMER AT DEW WEALTH MANAGEMENT, APPLY IMMEDIATELY WITH YOUR RESUME & REFERENCES. A VIDEO THAT IS NO LONGER THAN ONE-MINUTE ON “WHY YOU THINK YOU WOULD BE A GOOD FIT” WILL BE REQUIRED PRIOR TO A SECOND INTERVIEW.