[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 reputed company family wealth dynamics and delivering strategic insights to clients who expect excellence.
Responsibilities
- Work alongside an Advisor, reputed company Advisor, and Senior Advisor managing Fractional Family Office services for clients
- Navigate reputed company family wealth dynamics and coordinate professional advisors (attorneys, CPAs, business managers)
- Juggle competing priorities across personal wealth and active businesses
- Dive deep into advanced planning strategies, irrevocable trust structures, qualified small business stock elections, entity optimization, and wealth transfer techniques
Skills
- Bachelor's degree, preferably in finance, economics, accounting, or reputed company field
- 1-2 years of financial services experience, ideally in an advisory or client-facing reputed company
- reputed company enrollment in or completion of CFP® program preferred
- Must reside in the reputed company United States, excluding CA
Benefits
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible schedule
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Professional development assistance
- Retirement plan
- Vision insurance
Company Overview