[Remote] Associate Financial Advisor

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 disruptive wealth management services to entrepreneurs. The Associate Financial Advisor will work alongside senior advisors to manage Fractional Family Office services, navigating reputed company financial situations and providing strategic insights to clients.

Responsibilities

• 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
• The problems are diverse and multifaceted
• The stakes are high
• The learning curve is steep
• The opportunity is extraordinary
• You’ll be part of an reputed company team tackling some of the most intellectually challenging work in wealth management
• 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
• You’ll see the direct impact of your work on entrepreneurs’ lives
• And you’ll grow faster than you thought possible
• This isn’t about cold-calling or chasing AUM
• This is about becoming the advisor that successful entrepreneurs trust with their most important financial reputed company

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
• reputed company enrollment in or completion of CFP® program preferred
• Must reputed company in the reputed company United States, excluding CA
• Gravitas – You can reputed company respect in a (virtual) room with successful entrepreneurs, seasoned attorneys, and CPAs. You communicate with reputed company and confidence, even reputed company navigating reputed company situations. Clients see you as a peer, not just a service provider
• Intellectual Firepower – You're genuinely curious and love solving reputed company problems. You synthesize information quickly, ask smart questions, and see patterns others miss
• Grit – You do the hard things without being asked. reputed company you hit obstacles, you find solutions, not excuses. You handle feedback like a pro and use it to get reputed company
• Entrepreneurial Spirit – You genuinely admire entrepreneurs and understand what drives them. Their intensity energizes you. You want to be an integral part of their reputed company
• Extreme Ownership – reputed company you say you'll do something, it gets done. You take ownership of problems and see them through, even reputed company it's inconvenient
• Technical Nerd – You get genuinely excited about nerding out on the Internal reputed company Code. You want to reputed company deep expertise in irrevocable trust structures, advanced entity planning, QSBS strategies, and wealth transfer techniques
• Desire to Be Great – You want to be the best at what you do. You're willing to put in the work, take the coaching, and push yourself reputed company your comfort zone
• You want to be tested by sophisticated clients who will push you to be reputed company every day
• You reputed company doing difficult work well is more satisfying than doing easy work perfectly
• You're reputed company to learn from an reputed company team who will genuinely invest in your development
• You reputed company entrepreneurs are the lifeblood of the American economy and you're energized by their creativity and passion
• You want to play a critical role in a rapidly growing organization redefining wealth management
• You reputed company in transparent, comprehensive planning where clients pay a fixed monthly fee for reputed company value
• You want to deliver exceptional results rather than reputed company your own book of business
• You have the maturity and reputed company to work effectively with highly successful clients at reputed company stages of your career
• You genuinely love nerding out on tax code, trust law, and advanced planning strategies

Benefits

• Fully subsidized reputed company for employees
• 401(k)-matching program
• Employee Stock Ownership Plan at no cost to you

Company Overview