Entrepreneur Wealth Advisor - Associate

Dew Wealth Management; Richmond (VA); 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 leading fiduciary investment advisory firm, seeks an Associate Advisor to support Fractional Family Office services for ambitious entrepreneurs. You will coordinate with top advisors, deliver high-level insights, and build credibility through rigorous thinking and direct client communication.

The role emphasizes advanced planning, trust structures, and wealth transfer strategies, with heavy development and a clear path to leadership within a fast-growing team.

Qualifications

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

Responsibilities

• Navigate complex family wealth dynamics; coordinate advisors (attorneys, CPAs, business managers).
• Dive into advanced planning strategies: irrevocable trust structures, QSBS, wealth transfer techniques.
• Engage in elite team work delivering high-impact insights to clients and attorneys/CPAs.
• Develop credibility through thoughtful analysis, clear delivery, and candid client discussions.
• Explain IRC sections and trust/charity planning to sophisticated clients in meetings.
• Contribute to a fast-growing Fractional Family Office practice for entrepreneurial clients.

Skills

Gravitas

Intellectual Firepower

Grit

Entrepreneurial Spirit

Extreme Ownership

Technical Nerd

Desire to Be Great

Education

Bachelor's degree

CFP program

Job description

Dew Wealth Management, a leading fiduciary investment advisory firm, seeks an Associate Advisor to support Fractional Family Office services for ambitious entrepreneurs. You will coordinate with top advisors, deliver high-level insights, and build credibility through rigorous thinking and direct client communication.

The role emphasizes advanced planning, trust structures, and wealth transfer strategies, with heavy development and a clear path to leadership within a fast-growing team.