Join our team as an Advisor

Join AWM!

At AWM, we’re redefining the culture of how and why athletes use their wealth by delivering a truly human-centered approach. As a modern multi-family office, we proudly serve some of the world’s most brilliant athlete families with integrated expertise across investment, tax, estate, and financial planning, among other services. We are creating multigenerational, wealthy, flourishing families.

Recognized as a leader in our industry, AWM is at the forefront of athlete-focused family office services, driven by innovation, integrity, and lasting impact. We’re a high-growth firm committed not only to delivering excellence to our clients but also to fostering the personal and professional development of our team.

What We Do at AWM

AWM is exclusively focused on serving professional athlete families through a highly personalized and strategic approach to wealth management.

• Unique Clientele: We work with elite professional athletes whose careers and lives require thoughtful, custom-tailored financial strategies.
• Human-Centered Approach: We help clients align their wealth with their priorities, career stages, and long-term legacy goals by utilizing a liability driven framework.
• Strategic Wealth Guidance: Our advisors deliver expert planning across public and private investments, tax strategy, estate design, risk management, and more.
• Elite Client Experience: We build trust through proactive communication, intentional in-person touchpoints, and a thoughtfully designed client journey.
• Thriving Environment: AWM is a fast-growing team of driven professionals. We cultivate a collaborative culture where career growth, autonomy, and meaningful impact go hand in hand.

Your Mission

• Serve as the primary relationship lead for families, particularly those retiring from their sport or later career stages.
• Execute a well-defined client journey, delivering exceptional service and strategic planning tailored to each individual.
• Collaborate closely with the Investment, Tax, and Client Service teams to ensure clients receive coordinated, high-impact guidance.
• Maintain operational excellence by leveraging firm systems, managing workflows, and driving timely follow-through.

What We Value

• Must Be Present to Win: Create trust and intimacy in person
• Assists Score Goals: Play for the one on the front and the back
• Sweep the Sheds: Never be too big to do the small things
• Always Be a Pro: Mastery as a 24/7 professional

What Success Looks Like

• Trust-Based Relationships: Build lasting relationships with clients by delivering a human centered client experience with technical expertise.
• Team Collaboration: Partner effectively with the Investment, Tax, and Client Service teams to ensure every client touchpoint is well-executed.
• Master Project Management: Maintain ownership of your schedule, tasks, and workflows to ensure consistency, preparation, and follow-through.
• Strategic Impact: Translate complex planning into actionable strategies that help clients achieve clarity, confidence, and control over their wealth.

Qualifications

• 3+ years of work experience (preferably with an RIA)
• CFP® designation
• Led client relationships in previous role, or was a support advisor to a senior Advisor
• Willing to work in Phoenix or Los Angeles

Ready to Join Us?

If you’re excited to work with extraordinary clients, be part of a high-performance team, and make a real impact, we’d love to hear from you.

Apply today by emailing EA@awmcap.com

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