Elite Associate Advisor for Fractional Family Office

Dew Wealth Management; Nashville (TN); On-site; USD 65,000 - 80,000; Full time

Benefits offered by this job

Fully subsidized healthcare

401(k) matching

Employee Stock Ownership Plan (ESOP)

Job summary

Dew Wealth Management in Nashville seeks an Associate Advisor to partner with senior staff in delivering Fractional Family Office services to high-earning entrepreneurs. You’ll coordinate with attorneys, CPAs, and business managers, mastering advanced planning and delivering precise, high-impact insights.

You’ll grow through rigorous training, develop credibility through thoughtful analysis and candid guidance, and benefit from a supportive, fast-growing environment with clear advancement

Qualifications

• Bachelor's degree in finance, economics, accounting, or related field.
• 1–2 years of financial services experience in advisory or client-facing role.
• CFP program enrollment or completion preferred.
• Residence in continental United States, excluding California.

Responsibilities

• Navigate complex family wealth dynamics, coordinate professional advisors (attorneys, CPAs, business managers).
• Dive into advanced planning strategies including irrevocable trust structures, QSBS, entity optimization, and wealth transfer techniques.
• The problems are diverse and multifaceted; the stakes are high; the learning curve is steep.
• Be part of an elite team tackling intellectually challenging work in wealth management.
• Develop technical credibility by referencing IRC sections and trust concepts in client meetings.
• See direct impact of your work on entrepreneurs’ lives and grow rapidly.

Skills

Gravitas

Intellectual Firepower

Grit

Entrepreneurial Spirit

Extreme Ownership

Technical Nerd

Desire to Be Great

Education

Bachelor's degree in finance, economics, accounting, or related field

CFP program enrollment or completion preferred

Job description

Dew Wealth Management in Nashville seeks an Associate Advisor to partner with senior staff in delivering Fractional Family Office services to high-earning entrepreneurs. You’ll coordinate with attorneys, CPAs, and business managers, mastering advanced planning and delivering precise, high-impact insights.

You’ll grow through rigorous training, develop credibility through thoughtful analysis and candid guidance, and benefit from a supportive, fast-growing environment with clear advancement