Remote Associate Advisor for Fractional Family Office

Dew Wealth Management; Birmingham (AL); Remote; USD 72.000 - 88.000; Vollzeit

Benefits dieser Stelle

Fully subsidized healthcare

401(k)-matching program

Employee Stock Ownership Plan

Zusammenfassung

A fiduciary investment advisory firm is seeking an Associate Advisor in Birmingham, Alabama. This fully remote role involves managing Fractional Family Office services for high-profile entrepreneurs, requiring strong financial acumen and exceptional communication skills. You will navigate complex wealth dynamics and work with elite professional advisors, providing top-tier insights. The compensation is $80,000 annually with performance bonuses, and opportunities to advance significantly exist within the firm.

Qualifikationen

• 1-2 years of financial services experience, ideally in an advisory or client-facing capacity.
• Strong communication skills with the ability to command respect in a professional setting.
• Excited about mastering the Internal Revenue Code and complex financial strategies.

Aufgaben

• Manage Fractional Family Office services for entrepreneurial clients.
• Navigate complex family wealth dynamics and coordinate professional advisors.
• Deliver insights that make significant impacts on clients' financial decisions.

Kenntnisse

Gravitas

Intellectual firepower

Grit

Entrepreneurial spirit

Extreme ownership

Technical expertise in tax law

Ausbildung

Bachelor's degree in finance, economics, accounting, or related field

Current enrollment in or completion of CFP® program

Jobbeschreibung

A fiduciary investment advisory firm is seeking an Associate Advisor in Birmingham, Alabama. This fully remote role involves managing Fractional Family Office services for high-profile entrepreneurs, requiring strong financial acumen and exceptional communication skills. You will navigate complex wealth dynamics and work with elite professional advisors, providing top-tier insights. The compensation is $80,000 annually with performance bonuses, and opportunities to advance significantly exist within the firm.