[Remote] Associate Financial Advisor (Remote)

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 provide strategic partnership to clients, focusing on advanced financial planning strategies. Responsibilities Work alongside an Advisor, Lead Advisor, and Senior Advisor managing Fractional Family Office services for clients Navigate complex family wealth dynamics, coordinate professional advisors (attorneys, CPAs, business managers), and juggle competing priorities across personal wealth and active businesses Dive deep into advanced planning strategies, irrevocable trust structures, qualified small business stock elections, entity optimization, and wealth transfer techniques Develop technical expertise in wealth management and provide insights that impact clients' financial decisions Skills Bachelor's degree, preferably in finance, economics, accounting, or related field 1-2 years of financial services experience, ideally in an advisory or client-facing capacity Must reside in the continental United States, excluding CA Current enrollment in or completion of CFP® program preferred Benefits Fully subsidized healthcare for employees A 401(k)-matching program An Employee Stock Ownership Plan Company Overview Dew 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