Associate Financial Advisor; Remote

Dew Wealth Management is a Fiduciary Investment Advisory Firm that provides "Fractional Family Office" wealth management services to entrepreneurs through a model that is disrupting the investment advisory industry. Our visionary model and elite team of highly entrepreneurial advisors has resulted in an aggressive growth trajectory that Inc. Magazine has recognized as one of the fastest‑growing privately held companies in the United States.

We have also been lauded by Investment News as one of the "Best Places to Work for Financial Advisors," and are a "Great Place to Work" certified company.

If you love being challenged by complex problems and are hungry for an opportunity to rapidly advance your skillset and career, Dew Wealth Management offers a collaborative and supportive culture that will invest in your professional development in equal measure to your investments in our clients' success.

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.

As an Associate Advisor, you’ll work alongside an Advisor, Lead Advisor, and Senior Advisor managing Virtual Family Office services for clients who expect excellence. We’ll invest heavily in your development through rigorous training and ongoing support, preparing you to build credibility through the quality of your thinking, the confidence of your delivery, and your willingness to tell clients what they need to hear, not just what they want to hear.

The 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 businesses. You’ll dive deep into advanced planning strategies (irrevocable trust structures, qualified small business stock elections, entity optimization, and wealth transfer techniques). The problems are diverse and multifaceted. The stakes are high. The learning curve is steep.

The opportunity is extraordinary. You’ll be part of an elite team tackling some of the most intellectually challenging work in wealth management. You’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 CPAs. You’ll see the direct impact of your work on entrepreneurs’ lives.

And you’ll grow faster than you thought possible.

This isn’t about cold‑calling or chasing AUM. This is about becoming the advisor that successful entrepreneurs trust with their most important financial decisions. If you’re ready to grow into this role, we’re ready to invest in you.

This is a fully remote role with no business development responsibilities. Compensation is salary and performance bonuses. There’s a clearly defined career path to six figures within 12 months and a potential ownership opportunity at no cost and with no risk.

This is a fully remote role. About four times per year, we’ll fly you to our Scottsdale, AZ headquarters to connect with colleagues and align on quarterly objectives. Beyond that, your primary interaction is through our cloud‑based tech stack. We’re currently only hiring applicants in the continental United States (excluding CA) to keep our team within four time zones.

• 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

Gravitas – 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,…