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About the Role

The Wealth Strategist at Parallel Advisors is an associate-level role supporting experienced advisors with administrative and technical assistance for clients and prospects. This position offers deep exposure to financial planning and investment management processes within a collaborative, entrepreneurial firm.

Responsibilities

• Act as liaison with existing clients to schedule and coordinate client meetings.
• Coordinate action items from client interactions to improve client experience and team efficiency.
• Gather client information and enter/update portfolio data using financial planning tools.
• Assist in gathering and distributing client information to outside professionals.
• Assist in organizing work papers, scanning documents, onboarding new clients, and maintaining CRM records.
• Work cross-functionally to identify and delegate ad hoc client requests.
• Assist advisors in researching and presenting custom client projects and analysis.
• Stay up to date on investment models and private markets offerings.

Requirements

• Strong organizational, analytical, communication, and interpersonal skills.
• Ability to work effectively in a fast-paced and deadline-oriented environment.
• Ability to manipulate data via Excel (Formulas, VLookup, Pivot Tables, etc).
• Ability to leverage technology to create operational efficiencies.
• Capability to manage multiple demands and competing priorities.
• Excellent English written and verbal communication skills.
• Must hold Series 65 License or be willing to test and pass within 4 months of employment.
• Financial services or bookkeeping experience is a plus.

Skills

• Excel (Formulas, VLookup, Pivot Tables)
• MoneyGuide Pro
• Salesforce

Location

• Scottsdale
• Dallas

Work Type

• Hybrid (in office 3x/week)

Experience Level

• Associate

Education Level

• Bachelor's Degree required

Salary/Compensations

• $65,000 - $75,000 a year

About the Company

• Parallel Advisors is a fast-growing, independent, Registered Investment Advisory firm.
• The firm has offices in Arizona, Colorado, Hawaii, Michigan, Ohio, and Texas.
• The firm focuses on understanding clients' current financial status and future aspirations to build financial frameworks for recommendations.
• They offer an open array of investment solutions, fee-based, and independent of any proprietary platforms.
• Parallel Advisors combines advisors, support staff, and technology to offer clients an extraordinary experience.

Equal Opportunity

• Parallel Advisors, LLC is an Equal Opportunity Employer.