Note: The job is a remote job and is open to candidates in USA. Dew Wealth Management is a Fiduciary Investment Advisory Firm that provides wealth management services to entrepreneurs. As an Associate Financial Advisor, you will work alongside experienced advisors to manage Fractional Family Office services, navigating complex family wealth dynamics and delivering strategic insights to clients.

Responsibilities

• The work is hard. You’ll navigate complex family wealth dynamics, coordinate professional advisors (attorneys, CPAs, business managers), and juggle competing priorities across personal wealth and active businesses
• You’ll dive deep into advanced planning strategies irrevocable trust structures, qualified small business stock elections, entity optimization, and wealth transfer techniques
• The problems are diverse and multifaceted. The stakes are high. The learning curve is steep
• The opportunity is extraordinary. You’ll be part of an elite team tackling some of the most intellectually challenging work in wealth management
• You’ll develop the kind of technical expertise where you can cite specific IRC sections in client meetings and explain the nuances of GRATs to rooms full of attorneys and CPAs
• You’ll see the direct impact of your work on entrepreneurs’ lives. And you’ll grow faster than you thought possible
• This isn’t about cold-calling or chasing AUM. This is about becoming the advisor that successful entrepreneurs trust with their most important financial decisions

Skills

• Bachelor's degree, preferably in finance, economics, accounting, or related field
• 1-2 years of financial services experience, ideally in an advisory or client-facing capacity
• Must reside in the continental United States, excluding CA
• Current enrollment in or completion of CFP® program preferred
• You want to be tested by sophisticated clients who will push you to be better every day
• You believe doing difficult work well is more satisfying than doing easy work perfectly
• You're ready to learn from an elite team who will genuinely invest in your development
• You believe entrepreneurs are the lifeblood of the American economy and you're energized by their creativity and passion
• You want to play a critical role in a rapidly growing organization redefining wealth management
• You believe in transparent, comprehensive planning where clients pay a fixed monthly fee for real value
• You want to deliver exceptional results rather than chase your own book of business
• You have the maturity and presence to work effectively with highly successful clients at all stages of your career
• You genuinely love nerding out on tax code, trust law, and advanced planning strategies

Benefits

• Performance bonus, paid semi-annually
• Fully subsidized healthcare for employees
• A 401(k)-matching program
• An Employee Stock Ownership Plan at no cost to you

Company Overview