[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. The Associate Financial Advisor will work closely with senior advisors to manage complex family wealth dynamics and provide strategic partnership to clients, focusing on advanced financial planning strategies.ResponsibilitiesWork alongside an Advisor, Lead Advisor, and Senior Advisor managing Fractional Family Office services for clientsNavigate complex family wealth dynamics, coordinate professional advisors (attorneys, CPAs, business managers), and 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 techniquesDevelop technical expertise in wealth management and provide insights that impact clients' financial decisionsSkillsBachelor's degree, preferably in finance, economics, accounting, or related field1-2 years of financial services experience, ideally in an advisory or client-facing capacityMust reside in the continental United States, excluding CACurrent enrollment in or completion of CFP® program preferredBenefitsFully subsidized healthcare for employeesA 401(k)-matching programAn Employee Stock Ownership PlanCompany 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/.



Apply Now