Dew Wealth Management · 3 days 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 providing innovative wealth management services. The Associate Financial Advisor will work closely with experienced advisors to manage complex family wealth dynamics and deliver tailored financial strategies to entrepreneurial clients.
Financial Services
Responsibilities
Work alongside an Advisor, Lead Advisor, and Senior Advisor managing Fractional Family Office services for clients
Navigate complex family wealth dynamics, coordinate professional advisors (attorneys, CPAs, business managers), and juggle competing priorities across personal wealth and active businesses
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 preferred
Benefits
Fully subsidized healthcare for employees
401(k)-matching program
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