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Dew Wealth Management

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Dew Wealth Management reviews

4.8

96% would recommend to a friend

(25 total reviews)
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Jim Dew

95% approve of CEO

96% positive business outlook

Dew Wealth Management has an employee rating of 4.8 out of 5 stars, based on 25 company reviews on Glassdoor which indicates that most employees have an excellent working experience there. The Dew Wealth Management employee rating is 29% above average for employers within the Financial Services industry (3.7 stars).

Reviews by job title

25 reviews
5.0
Aug 31, 2022

Advisor Review

Recommend
CEO approval
Business Outlook

Pros

All the team members have an enthusiasm for their job which is contagious and makes you want to work harder. Everyone within the firm is willing to pour into you as an employee and is invested in your professional growth. We all collaborate frequently which is a great way to learn, test your ideas, and grow as an advisor.

Cons

The advisor position is definitely not a 9-5. I have found it difficult to manage the workload and have found myself frequently needing to work outside of normal business hours to stay on top on my tasks.

5.0
Aug 31, 2022
Recommend
CEO approval
Business Outlook

Pros

Opportunity for growth unparalleled in the financial service industry, especially for young(er) advisors. Flat org structure. Complex clientele leads to interesting interactions with other financial professionals and extremely high level financial planning.

Cons

Still a start up- not tons of systems/procedures in place. Brutal learning curve.

5.0
Mar 25, 2023
Recommend
CEO approval
Business Outlook

Pros

The company is transparent with its employees, starting in the recruiting process. Dew Wealth Management (DWM) disclosed salary and benefit information upfront, which was helpful when deciding whether to pursue this opportunity. Onboarding remotely comes with challenges regardless of the company, and DWM did okay in that aspect. Some of my favorite things about working here include the following: - Traveling to the HQ each quarter. I have been to the HQ twice; both have been positive experiences. The first time was my second week of work, and everyone, from Advisors, Operations, and Management, made me feel welcome. It is so much fun getting to connect with coworkers in-person. - Remote work, I never want to work in an office again. - I am doing work that challenges me. I work on projects requiring significant effort, creativity, and problem-solving skills. I have to push myself outside my comfort zone often, which is not a bad thing. If I am stuck, my supervisor is available to help develop a solution.

Cons

While my previous company offered significantly more PTO than Dew Wealth Management (DWM), I can work remotely from anywhere, which makes up for this small trade-off. I anticipate encountering challenges during my career at DWM, but I am confident these will not be deal breakers. When challenges or frustrations arise, I have faith that I can work with my supervisor to develop appropriate solutions.

Viewing 4 - 6 of 25 Reviews

Glassdoor has 25 Dew Wealth Management reviews submitted anonymously by Dew Wealth Management employees. Read employee reviews and ratings on Glassdoor to decide if Dew Wealth Management is right for you.