Note: The job is a remote job and is open to candidates in USA. Dew Wealth Management is a Fiduciary Investment Advisory Firm that offers innovative wealth management services to entrepreneurs. The Associate Financial Advisor will support senior advisors in managing complex wealth for clients, focusing on strategic partnership and advanced financial planning.
Responsibilities
- Work alongside an Advisor, Lead Advisor, and Senior Advisor managing Fractional Family Office services for clients
- Navigate complex family wealth dynamics and coordinate professional advisors (attorneys, CPAs, business managers)
- 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 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
Benefits
- Fully subsidized healthcare for employees
- A 401(k)-matching program
- An Employee Stock Ownership Plan
Company Overview
Dew 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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