Entity Optimization Finance Jobs

1 job found

1mo ago

Associate Financial Advisor

Dew Wealth Management Scottsdale, AZ 🇺🇸 Remote

Scottsdale, AZ

1mo ago Closed

$65k - $80k/yr Full time Advisor Advisor Development Associate Financial Advisor

This position is no longer accepting applications (closed Aug 29, 2026).

Job Description

Remote Associate Financial Advisor role at Dew Wealth Management supporting Fractional Family Office services for entrepreneur clients, featuring rigorous training and a clear path to six figures plus ownership.

Responsibilities

Collaborate with an Advisor, Lead Advisor, and Senior Advisor to oversee Fractional Family Office services for clients who expect excellence.
Participate in structured training and ongoing support designed to build credibility through thoughtful analysis, confident delivery, and candid client guidance.
Navigate complex family wealth dynamics, coordinate with attorneys, CPAs, and business managers, and balance competing priorities across personal wealth and active businesses.
Delve into advanced planning topics including irrevocable trust structures, QSBS elections, entity optimization, and wealth transfer techniques.
Develop technical proficiency to cite IRC provisions in client meetings and explain GRATs to attorneys and CPAs.
This role does not involve cold outreach or chasing assets under management.
Fully remote position with no business development responsibilities.

Requirements

Bachelor's degree in finance, economics, accounting, or a related field.
1-2 years of financial services experience, ideally in advisory or client-facing roles.
Current enrollment in or completion of the CFP professional program is preferred.
Residence in the continental United States, excluding California.

Benefits

401(k)
401(k) matching
Dental insurance
Flexible schedule
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Professional development assistance
Retirement plan
Vision insurance
Fully subsidized healthcare
Employee Stock Ownership Plan

What we're really looking for

Gravitas – you command respect in virtual rooms with entrepreneurs, seasoned attorneys, and CPAs, and communicate with clarity and confidence as a peer.
Intellectual Firepower – genuine curiosity, strong problem solving, quick synthesis, smart questioning, and pattern recognition.
Grit – proactively tackles hard tasks, delivers solutions, handles feedback constructively, and improves continuously.
Entrepreneurial Spirit – admiration for entrepreneurs and a drive to contribute to their success.
Extreme Ownership – you follow through on commitments and own problems to completion, even when challenging.
Technical Nerd – enthusiasm for the Internal Revenue Code, developing deep expertise in irrevocable trusts, advanced entity planning, QSBS strategies, and wealth transfer; understands mechanics and tax implications when attorneys reference IRC sections or GRATs.
Desire to Be Great – committed to mastery, accepts coaching, and pushes beyond comfort zones.

This opportunity is for you if

You want to be tested by sophisticated clients who push you to improve daily
You believe doing difficult work well is more satisfying than easy work done perfectly
You’re eager to learn from an elite team that genuinely invests in your development
You’re energized by entrepreneurs and their drive
You want to play a key role in a fast-growing firm redefining wealth management
You value transparent, comprehensive planning with fixed monthly fees for real value
You aim to deliver exceptional results rather than chase your own book
You have the maturity and presence to work with highly successful clients at all career stages
You enjoy nerding out on tax code, trust law, and advanced planning strategies

This opportunity is not for you if

You prefer highly structured work with predictable workflows
You want to source clients and build your own book
You desire spending significant time researching markets and adjusting allocations (investment management is under 10% of this role)
A large portion of compensation would be based on sales commissions
You struggle with follow-through, project management, or acting without explicit instruction
You are uncomfortable receiving direct feedback or being challenged by clients and colleagues
You prefer transactional work over deep, complex planning relationships
You find technical tax and estate planning topics boring or overly complex

Working within a distributed workforce

This is a fully remote role with potential in-person meetings about four times per year at our Scottsdale, AZ headquarters to align on quarterly objectives.
Outside of those meetings, day-to-day work is conducted via a cloud-based technology stack.
We are currently hiring applicants in the continental United States, excluding California, to maintain collaboration across four time zones.

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