Note: The job is a remote job and is open to candidates in USA. Dew Wealth Management is a Fiduciary Investment Advisory Firm that provides innovative wealth management services to entrepreneurs. As an Associate Advisor, you will support senior advisors in managing complex family wealth dynamics and delivering strategic insights to clients who expect excellence.
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)
- 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
Skills
- 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
- Current enrollment in or completion of CFP® program preferred
- Must reside in the continental United States, excluding CA
Benefits
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible schedule
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Professional development assistance
- Retirement plan
- Vision insurance
Company Overview
Dew Wealth Management, LLC is an SEC-registered investment adviser located in Scottsdale, Arizona. It was founded in 1999, and is headquartered in Scottsdale, Arizona, USA, with a workforce of 11-50 employees. Its website is https://www.dewwealth.com/.