[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. As an Associate Financial Advisor, you will partner with elite advisors to manage Virtual Family Office services, navigating complex wealth dynamics and delivering strategic insights to clients. Responsibilities 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 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) 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 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 401(k)-matching program 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