Note: The job is a remote job and is open to candidates in USA. Dew Wealth Management is a fiduciary investment advisory firm providing fractional family office wealth management services to entrepreneurs. The Associate Financial Advisor will support senior advisors in managing complex family wealth, coordinating professional advisors, and developing advanced planning expertise across trusts, business entities, tax strategies, and wealth transfer.
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
- • Gravitas – You can command respect in a (virtual) room with successful entrepreneurs, seasoned attorneys, and CPAs. You communicate with clarity and confidence, even when navigating complex situations. Clients see you as a peer, not just a service provider
- • Intellectual Firepower – You're genuinely curious and love solving complex problems. You synthesize information quickly, ask smart questions, and see patterns others miss
- • Grit – You do the hard things without being asked. When you hit obstacles, you find solutions, not excuses. You handle feedback like a pro and use it to get better
- • Entrepreneurial Spirit – You genuinely admire entrepreneurs and understand what drives them. Their intensity energizes you. You want to be an integral part of their success
- • Extreme Ownership – When you say you'll do something, it gets done. You take ownership of problems and see them through, even when it's inconvenient
- • Technical Nerd – You get genuinely excited about nerding out on the Internal Revenue Code. You want to develop deep expertise in irrevocable trust structures, advanced entity planning, QSBS strategies, and wealth transfer techniques
- • Desire to Be Great – You want to be the best at what you do. You're willing to put in the work, take the coaching, and push yourself beyond your comfort zone
- • 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