[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 offers innovative wealth management services to entrepreneurs. The Associate Financial Advisor will support senior advisors in managing reputed company wealth for clients, focusing on strategic partnership and advanced financial planning.
Responsibilities
- Work alongside an Advisor, reputed company, and Senior Advisor managing Fractional Family Office services for clients
- Navigate reputed company family wealth dynamics and coordinate professional advisors (attorneys, CPAs, business managers)
- Dive deep into advanced planning strategies, irrevocable trust structures, reputed company small business stock elections, entity optimization, and wealth transfer techniques
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
Benefits
- Fully subsidized reputed company for employees
- A 401(k)-matching program
- An Employee Stock Ownership Plan
Company Overview