Entrepreneur Wealth Advisor

Dew Wealth Management; Scottsdale (AZ); On-site; USD 68,000 - 92,000; Full time

Benefits offered by this job

Fully subsidized healthcare

401(k) matching

Employee Stock Ownership Plan

Job summary

Dew Wealth Management is seeking an Associate Advisor to work with a team delivering Fractional Family Office services for high-achieving entrepreneurs. You will support Advisors and Senior staff in coordinating experts and delivering strategic wealth insights.

The role emphasizes rigorous training, rapid development, and the ability to discuss complex tax and trust planning with sophisticated clients.

Qualifications

• Bachelor's degree in finance, economics, accounting, or related field.
• 1–2 years of financial services experience in advisory or client-facing roles.
• CFP program in progress or completed preferred.

Responsibilities

• Navigate complex family wealth dynamics and coordinate advisors.
• Dive into advanced planning strategies and wealth transfer techniques.
• Collaborate with attorneys, CPAs, and business managers to deliver insights.
• Build credibility through thoughtful, candid client discussions.

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 in progress or completed preferred

Job description

Dew Wealth Management is seeking an Associate Advisor to work with a team delivering Fractional Family Office services for high-achieving entrepreneurs. You will support Advisors and Senior staff in coordinating experts and delivering strategic wealth insights.

The role emphasizes rigorous training, rapid development, and the ability to discuss complex tax and trust planning with sophisticated clients.