Wealth Strategy Associate
Remote / Online - Candidates ideally in
Coppell, Dallas County, Texas, 75019, USA
Listed on 2026-05-01
Coppell, Dallas County, Texas, 75019, USA
Listing for:
Parallel Advisors
Full Time, Remote/Work from Home
position Listed on 2026-05-01
Job specializations:
-
Administrative/Clerical
-
Finance & Banking
Job Description & How to Apply Below
Parallel Advisors is seeking a Wealth Strategist for their Coppell, TX office. This associate-level role supports clients through administrative and technical assistance. Responsibilities include coordinating client meetings, entering portfolio data, and maintaining client records. Key qualifications include a Bachelor's degree, strong organizational skills, and proficiency in Excel. This hybrid position promotes a collaborative culture allowing exposure to financial planning and investment management processes.
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Position Requirements
10+ Years
work experience
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