[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 Financial Advisor, you will partner with elite advisors to manage Virtual Family Office services, navigating complex wealth dynamics and delivering strategic insights to clients.
Responsibilities
- As an Associate Advisor, you'll work alongside an Advisor, Lead Advisor, and Senior Advisor managing Virtual Family Office services for clients who expect excellence
- You'll navigate complex family wealth dynamics, coordinate professional advisors (attorneys, CPAs, business managers), and juggle competing priorities across personal wealth and active businesses
- You'll dive deep into advanced planning strategies (irrevocable trust structures, qualified small business stock elections, entity optimization, and wealth transfer techniques)
- You'll develop the kind of technical expertise where you can cite specific IRC sections in client meetings and explain the nuances of GRATs to rooms full of attorneys and CPAs
Skills
- Bachelor's degree, preferably in finance, economics, accounting, or related field
- 1-2 years of financial services experience, ideally in an advisory or client-facing capacity
- Must reside in the continental United States, excluding CA
- Current enrollment in or completion of CFP® program preferred
Benefits
- Fully subsidized healthcare for employees
- 401(k)-matching program
- Employee Stock Ownership Plan
Company Overview