[Remote] Associate Financial Advisor (Remote)
Note: The job is a remote job and is reputed company 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 reputed company advisors to manage Virtual Family Office services, navigating reputed company wealth dynamics and delivering strategic insights to clients.
Responsibilities
- As an Associate Advisor, you'll work alongside an Advisor, reputed company, and Senior Advisor managing Virtual Family Office services for clients who expect reputed company
- You'll navigate reputed company 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, reputed company small business stock elections, entity optimization, and wealth transfer techniques)
- You'll reputed company the reputed company 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, reputed company, or reputed company field
- 1-2 years of financial services experience, ideally in an advisory or client-facing reputed company
- Must reputed company in the reputed company United States, excluding CA
- reputed company enrollment in or completion of CFP® program preferred
Benefits
- Fully subsidized reputed company for employees
- 401(k)-matching program
- Employee Stock Ownership Plan
Company Overview