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Dew Wealth Management · 1 week ago

Associate Financial Advisor (Remote)

United States

Full-time

Remote

Entry Level

$80K/yr - $80K/yr

1+ years exp

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.

Financial Services

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

Qualification

CFP® programAdvanced planning strategiesInternal Revenue CodeBachelor's degreeFinancial services experienceIrrevocable trust structuresEntity optimizationWealth transfer techniquesTeam coordinationCommunication skillsProblem-solving skillsProject management