Associate Advisor: Fractional Family Office for Founders

Dew Wealth Management; Omaha (NE); 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 seeks an Associate Advisor to work with a lead and senior team, managing Fractional Family Office services for demanding entrepreneurial clients. You’ll develop credibility through precise thinking, confident delivery, and transparent communication.

Our rigorous training and supportive culture are designed to accelerate your development and career progression within a rapidly growing wealth-management firm.

Qualifications

• Bachelor’s degree in finance, economics, accounting or related field.
• 1–2 years of financial services experience in advisory or client-facing capacity.
• Current enrollment in or completion of CFP program preferred.
• Must reside in the continental United States, excluding CA.

Responsibilities

• Navigate complex family wealth dynamics and coordinate advisors.
• Dive into advanced planning strategies including irrevocable trusts and QSBS.
• Operate in a high-stakes, multifaceted wealth environment with steep learning.
• Work with elite professionals and deliver insights that move the needle for clients.
• Develop technical expertise in trust structures, entity planning and wealth transfer.
• Demonstrate ownership and reliability; tell clients what they need to hear.
• Support a model that values strategic partnership over cold-calling and AUM growth.

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 preferred

Job description

Dew Wealth Management seeks an Associate Advisor to work with a lead and senior team, managing Fractional Family Office services for demanding entrepreneurial clients. You’ll develop credibility through precise thinking, confident delivery, and transparent communication.

Our rigorous training and supportive culture are designed to accelerate your development and career progression within a rapidly growing wealth-management firm.