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Financial Services Financial Consultant

Wealth Strategy Associate

Job in Coppell, Dallas County, Texas, 75019, USA
Listing for: Parallel Advisors, LLC
Full Time position
Listed on 2026-05-05
Job specializations:
  • Finance & Banking
    Financial Services, Financial Consultant
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Parallel Advisors, LLC is looking for a Wealth Strategist to join their dynamic team in Coppell, TX. This associate level role requires strong organizational, analytical, and communication skills to support clients and prospects effectively. The Wealth Strategist will collaborate with experienced advisors, gain exposure to various aspects of financial planning, and work in a hybrid model. A Bachelor’s Degree and proficiency in Excel are required.

Experience in financial services or bookkeeping is a plus, fostering a culture of collaboration and growth.
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Position Requirements
10+ Years work experience
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