[Remote] Associate Financial Advisor (Remote)

Note: The job is a remote job and is open to candidates in USA. Dew Wealth Management is a Fiduciary Investment Advisory Firm that provides innovative wealth management services to entrepreneurs. As an Associate Advisor, you will support senior advisors in managing complex family wealth dynamics and delivering strategic insights to clients who expect excellence.ResponsibilitiesWork alongside an Advisor, Lead Advisor, and Senior Advisor managing Fractional Family Office services for clientsNavigate complex family wealth dynamics and coordinate professional advisors (attorneys, CPAs, business managers)Juggle competing priorities across personal wealth and active businessesDive deep into advanced planning strategies, irrevocable trust structures, qualified small business stock elections, entity optimization, and wealth transfer techniquesSkillsBachelor's degree, preferably in finance, economics, accounting, or related field1-2 years of financial services experience, ideally in an advisory or client-facing capacityCurrent enrollment in or completion of CFP® program preferredMust reside in the continental United States, excluding CABenefits401(k)401(k) matchingDental insuranceFlexible scheduleFlexible spending accountHealth insuranceHealth savings accountLife insurancePaid time offProfessional development assistanceRetirement planVision insuranceCompany OverviewDew Wealth Management, LLC is an SEC-registered investment adviser located in Scottsdale, Arizona. It was founded in 1999, and is headquartered in Scottsdale, Arizona, USA, with a workforce of 11-50 employees. Its website is https://www.dewwealth.com/.



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