Associate Financial Advisor

About the role

This is not your typical advisory role. Our clients are the entrepreneurs who built America's most successful businesses from nothing. They’re brilliant, demanding, and relentless. They don’t need someone to manage their portfolio they need a strategic partner who can navigate the complexity of significant wealth, coordinate teams of elite professionals, and deliver insights that move the needle.

Responsibilities

• Navigate complex family wealth dynamics
• Coordinate professional advisors (attorneys, CPAs, business managers)
• 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
• Work alongside an Advisor, Lead Advisor, and Senior Advisor managing Fractional Family Office services for clients who expect excellence
• 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 CPAs
• See the direct impact of your work on entrepreneurs’ lives
• Grow faster than you thought possible

Qualifications

• 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
• Current enrollment in or completion of CFP® program preferred
• Must reside in the continental United States, excluding CA

Skills

• Gravitas – Command respect in a (virtual) room with successful entrepreneurs, communicate with clarity and confidence, even when navigating complex situations. Clients see you as a peer, not just a service provider
• Intellectual Firepower – Genuinely curious and love solving complex problems. Synthesize information quickly, ask smart questions, and see patterns others miss
• Grit – Do the hard things without being asked. Find solutions, not excuses. Handle feedback like a pro and use it to get better
• Entrepreneurial Spirit – Admire entrepreneurs and understand what drives them. Their intensity energizes you. Want to be an integral part of their success
• Extreme Ownership – When you say you’ll do something, it gets done. Take ownership of problems and see them through, even when it’s inconvenient
• Technical Nerd – Get genuinely excited about nerding out on the Internal Revenue Code. Develop deep expertise in irrevocable trust structures, advanced entity planning, QSBS strategies, and wealth transfer techniques
• Desire to Be Great – Want to be the best at what you do. Put in the work, take the coaching, and push yourself beyond your comfort zone

Preferred Skills

• Tested by sophisticated clients who will push you to be better every day
• Believe doing difficult work well is more satisfying than doing easy work perfectly
• Ready to learn from an elite team who will genuinely invest in your development
• Believe entrepreneurs are the lifeblood of the American economy and energized by their creativity and passion
• Want to play a critical role in a rapidly growing organization redefining wealth management
• Believe in transparent, comprehensive planning where clients pay a fixed monthly fee for real value
• Want to deliver exceptional results rather than chase your own book of business
• Mature and present to work effectively with highly successful clients at all stages of your career
• Genuinely love nerding out on tax code, trust law, and advanced planning strategies

PAY RANGE AND COMPENSATION PACKAGE

• PAY RANGE: $80,000 per year
• CURRENT COMPENSATION PACKAGE: $65,000 base salary plus a performance bonus, paid semi-annually
• CAREER PATH: Potential to earn six figures within 12 months for top performers
• BENEFITS: Fully subsidized healthcare for employees, a 401(k)-matching program, and an Employee Stock Ownership Plan at no cost to you

EQUAL OPPORTUNITY STATEMENT

Please apply via the external link provided. Dew Wealth Management is an Equal Opportunity Employer. We do not discriminate based on age, disability or veteran status, sex, race, religion or belief, gender, or sexual orientation. We are an inclusive organization and actively promote equality of opportunity for all with the right mix of talent, skills, and potential.