Dew Wealth Management · 2 weeks ago
Associate Financial Advisor (Remote)
United States
Full-time
Remote
Entry Level
$80K/yr - $80K/yr
1+ years expDew 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.
Financial Services
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
Qualification
Required
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
Preferred
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
Dew Wealth Management
Dew Wealth Management, LLC is an SEC-registered investment adviser located in Scottsdale, Arizona.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Justin E. Crawford
Chief Operating Officer
Company data provided by crunchbase