Wealth Strategist

Career Opportunities with Parallel Advisors

A great place to work.

Careers At Parallel Advisors

Current job opportunities are posted here as they become available.

The Wealth Strategist at Parallel Advisors is an associate level role with a fast-growing Registered Investment Advisory firm with a culture of entrepreneurship, education, and collaboration. Wealth Strategists work alongside experienced advisors with a wide range of expertise supporting current clients and client prospects by providing administrative and technical assistance. Parallel Advisors fosters a collaborative culture, which allows Wealth Strategists to learn and get exposure to many different aspects of financial planning and investment management processes.

This role will be in-office on a hybrid basis (3x/week) in either our Scottsdale or Dallas offices.

• Act as liaison with existing clients to schedule and coordinate client meetings on a regular basis.
• Help gather and distribute client information to outside professionals such as CPAs, bookkeepers, or estate planning attorneys on a regular basis.
• Assist in organizing work papers, scanning and uploading documents, onboarding new clients, and maintaining existing client records in our CRM system (we use Salesforce).
• Working cross-functionally and collaboratively within the team to identify and delegate ad hoc client requests to appropriate team members
• Working cross-functionally on special projects across teams to support Firm or team initiatives, as needed.
• Participate in ad hoc projects to improve quality and efficiency within the team, as they arise.

• 5+ years demonstrated background as an Executive Administrative Assistant, Operations Lead, or Support Personnel in Wealth Management or Asset Management
• Background within a UHNW or Institutional high-touch client service office
• Strong organizational, analytical, communication, and interpersonal skills with superb attention to detail
• Excellent written and verbal communication skills
• Bachelor’s Degree (or commensurate professional background)
• Financial services or bookkeeping experience is a plus

• Salary based upon experience
• Opportunity for a discretionary, semi-annual incentive award
• Benefits including health care, dental, vision, and 401k plans
• Opportunity for support of professional accreditation and continuing education requirements and other professional development
• Parallel Advisors is a fast-growing, independent, Registered Investment Advisory Firm. We are headquartered in San Francisco CA and have offices in Arizona, Colorado Hawaii, Michigan, Ohio, and Texas
• To enhance our clients’ futures, we seek to know where they are today and where they want to be tomorrow. That means understanding not only their assets, such as concentrated stock holdings, real estate, and earning potential but also their aspirations, including their future financial goals
• With this information in-hand, we chart, assess, and evaluate different scenarios based upon their unique objectives, risk tolerances, and time horizons. From this insight, we build a financial framework from which all our recommendations – including savings directives, insurance requirements, and investment strategies – flow. This framework provides a repeatable, measurable way to make objective decisions as to how to allocate their assets now and into their future
• We offer our clients an open array of investment solutions, fee-based, and independent of any proprietary platforms
• At Parallel, we combine the best advisors and industry-leading technology in collaborative partnership to offer our clients an extraordinary experience
• Parallel Advisors, LLC is an Equal Opportunity Employer

Parallel Advisors, LLC is an Equal Opportunity Employer