Associate Advisor for High-Growth Entrepreneurs

Dew Wealth Management; Las Vegas (NV); On-site; USD 72,000 - 88,000; Full time

Benefits offered by this job

Fully subsidized healthcare

401(k) matching

Employee Stock Ownership Plan

Job summary

Dew Wealth Management, a fiduciary investment advisory firm, seeks an Associate Advisor to support Fractional Family Office services for entrepreneurs who built America’s leading businesses. You’ll train intensively, work with a senior team to coordinate attorneys, CPAs, and managers, and develop expertise in irrevocable trusts, QSBS, and wealth transfer strategies for sophisticated clients.

This role rewards intellectual challenge, rapid growth, and a path to six-figure earnings as you

Qualifications

• Bachelor's degree 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

Responsibilities

• Navigate complex family wealth dynamics and coordinate professional advisors (attorneys, CPAs, business managers).
• Dive into advanced planning: irrevocable trusts, QSBS, entity optimization, wealth transfer techniques.
• The problems are diverse with a high-stakes, steep learning curve.
• Be part of an elite team tackling intellectually challenging work in wealth management.
• Develop the ability to discuss IRC sections in client meetings and explain GRATs to professionals.
• See direct impact of your work on entrepreneurs’ lives and grow rapidly.
• Focus on becoming the advisor trusted by successful entrepreneurs, not chasing AUM.

Skills

Gravitas

Intellectual Firepower

Grit

Entrepreneurial Spirit

Extreme Ownership

Technical Nerd

Desire to Be Great

Education

Bachelor's degree in finance/economics/accounting

CFP program enrollment preferred

Job description

Dew Wealth Management, a fiduciary investment advisory firm, seeks an Associate Advisor to support Fractional Family Office services for entrepreneurs who built America’s leading businesses. You’ll train intensively, work with a senior team to coordinate attorneys, CPAs, and managers, and develop expertise in irrevocable trusts, QSBS, and wealth transfer strategies for sophisticated clients.

This role rewards intellectual challenge, rapid growth, and a path to six-figure earnings as you