Associate Financial Advisor

Dew Wealth Management offers a remote Associate Financial Advisor role in New York, NY that centers on Fractional Family Office services for entrepreneurs. You will collaborate with a team of advisors to deliver advanced wealth planning, supported by rigorous training, ongoing coaching, and a culture that values clear, candid guidance for clients. This fully remote position includes quarterly travel to our Scottsdale, AZ headquarters to align on objectives, and a clear path to growth within a collaborative, client-focused environment.

Responsibilities

• Partner with an Advisor, Lead Advisor, and Senior Advisor to deliver Fractional Family Office services for high-expectation clients.
• Invest in your development through structured training and ongoing support, building credibility through thoughtful analysis, confident delivery, and transparent recommendations.
• Navigate complex family wealth dynamics, coordinating with attorneys, CPAs, and business managers while balancing priorities across personal wealth and active businesses.
• Delve into advanced planning topics such as irrevocable trust structures, qualified small business stock elections, entity optimization, and wealth transfer techniques.
• Develop technical expertise you can reference in client meetings, including IRC sections and the nuances of GRATs in discussions with attorneys and CPAs.
• Focus on delivering trusted guidance rather than chasing assets under management.
• Operate in a fully remote capacity with no business development responsibilities.
• Travel to Scottsdale, AZ about four times per year to connect with colleagues and align on quarterly objectives.

Requirements

• Bachelor’s degree in finance, economics, accounting, or a related field.
• 1–2 years of financial services experience, ideally in an advisory or client-facing role.
• Current enrollment in or completion of the CFP 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

Working Within a Distributed Workforce

• This is a fully remote role.
• About four times per year, you will travel to our Scottsdale, AZ headquarters to connect with colleagues and align on quarterly objectives.
• Interactions are primarily through our cloud-based technology stack.
• We are currently hiring applicants in the continental United States (excluding CA) to operate within four time zones.

This opportunity is for you if

• You want to be challenged by sophisticated clients who push you to improve every day.
• You value doing difficult work well over simply doing easy work perfectly.
• You are ready to learn from an elite team that will invest in your development.
• You believe entrepreneurs are the lifeblood of the American economy and feel energized by their creativity and passion.
• You want a pivotal role in a rapidly growing firm redefining wealth management.
• You support transparent, comprehensive planning where clients pay a fixed monthly fee for real value.
• You aim to deliver exceptional results rather than building your own client book.
• You have the maturity and presence to work effectively with highly successful clients at all career stages.
• You genuinely enjoy tax code, trust law, and advanced planning strategies.

This opportunity is not for you if

• You prefer highly structured workflows with rigid processes.
• You want to source clients and build your own book of business.
• You want to spend significant time researching markets or making allocation changes (investment management accounts for less than 10% of this role).
• You prefer a large portion of compensation based on sales commissions.
• You struggle with follow-through, project management, or taking action without explicit instructions.
• 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.

Compensation

Compensation for this role is $80,000 per year, structured as a $65,000 base salary plus a $15,000 performance bonus, paid semi-annually. A clearly defined career path exists with the potential to earn six figures within 12 months for top performers. The firm also offers a generous benefits package including fully subsidized healthcare for employees, a 401(k) matching program, and an Employee Stock Ownership Plan (ESOP).