[Remote] Associate Financial Advisor

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 innovative wealth management services to entrepreneurs. The Associate Financial Advisor will work closely with senior advisors to manage complex family wealth dynamics and deliver strategic insights to clients.ResponsibilitiesYou’ll navigate complex family wealth dynamics, coordinate professional advisors (attorneys, CPAs, business managers), and juggle competing priorities across personal wealth and active businessesYou’ll dive deep into advanced planning strategies irrevocable trust structures, qualified small business stock elections, entity optimization, and wealth transfer techniquesThe problems are diverse and multifaceted. The stakes are high. The learning curve is steepThe opportunity is extraordinaryYou’ll be part of an elite team tackling some of the most intellectually challenging work in wealth managementYou’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 CPAsYou’ll see the direct impact of your work on entrepreneurs’ livesAnd you’ll grow faster than you thought possibleThis isn’t about cold-calling or chasing AUM. This is about becoming the advisor that successful entrepreneurs trust with their most important financial decisionsSkillsBachelor's degree, preferably in finance, economics, accounting, or related field1-2 years of financial services experience, ideally in an advisory or client-facing capacityCurrent enrollment in or completion of CFP® program preferredMust reside in the continental United States, excluding CAGravitas – 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 providerIntellectual Firepower – You're genuinely curious and love solving complex problems. You synthesize information quickly, ask smart questions, and see patterns others missGrit – 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 betterEntrepreneurial Spirit – You genuinely admire entrepreneurs and understand what drives them. Their intensity energizes you. You want to be an integral part of their successExtreme Ownership – When you say you'll do something, it gets done. You take ownership of problems and see them through, even when it's inconvenientTechnical 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 techniquesDesire 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 zoneYou want to be tested by sophisticated clients who will push you to be better every dayYou believe doing difficult work well is more satisfying than doing easy work perfectlyYou're ready to learn from an elite team who will genuinely invest in your developmentYou believe entrepreneurs are the lifeblood of the American economy and you're energized by their creativity and passionYou want to play a critical role in a rapidly growing organization redefining wealth managementYou believe in transparent, comprehensive planning where clients pay a fixed monthly fee for real valueYou want to deliver exceptional results rather than chase your own book of businessYou have the maturity and presence to work effectively with highly successful clients at all stages of your careerYou genuinely love nerding out on tax code, trust law, and advanced planning strategiesBenefitsFully subsidized healthcare for employees401(k)-matching programEmployee Stock Ownership Plan at no cost to youCompany OverviewDew Wealth Management, LLC is an SEC-registered investment adviser located in Scottsdale, Arizona. It was founded in 1999, and is headquartered in Scottsdale, Arizona, USA, with a workforce of 11-50 employees. Its website is https://www.dewwealth.com/.