Associate Financial Advisor

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.