[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 wealth management services to entrepreneurs. As an Associate Financial Advisor, you will work alongside experienced advisors to manage Fractional Family Office services, navigating complex family wealth dynamics and delivering strategic insights to clients.ResponsibilitiesThe 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 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 extraordinary. You’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’ lives. And 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 capacityMust reside in the continental United States, excluding CACurrent enrollment in or completion of CFP® program preferredYou 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 strategiesBenefitsPerformance bonus, paid semi-annuallyFully subsidized healthcare for employeesA 401(k)-matching programAn Employee 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/.