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[Remote] Associate Financial Advisor (Remote)

Remote · USA Full-time New today

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. The Associate Financial Advisor will work closely with senior advisors to manage reputed company family wealth dynamics and provide strategic partnership to clients, focusing on advanced financial planning strategies.

Responsibilities

  • Work alongside an Advisor, reputed company Advisor, and Senior Advisor managing Fractional Family Office services for clients
  • Navigate reputed company 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, reputed company small business stock elections, entity optimization, and wealth transfer techniques
  • reputed company technical expertise in wealth management and provide insights that reputed company' 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
  • Must reputed company in the reputed company United States, excluding CA
  • reputed company enrollment in or completion of CFP® program preferred

Benefits

  • Fully subsidized reputed company for employees
  • A 401(k)-matching program
  • An Employee Stock Ownership Plan

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/.
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