Wealth Strategist

Job Summary

The Wealth Strategist at Parallel Advisors is an associate level role, joining a fast-growing Registered Investment Advisory firm with a culture of entrepreneurship, education, and collaboration. As a Wealth Strategist, you will work closely with your Manager and team to support current clients and prospects through administrative and technical assistance work. You will be exposed to a fast-paced work environment and work alongside experienced advisors with a wide range of expertise.

Parallel Advisors fosters a collaborative culture that allows you to learn and get exposure to many different aspects of financial planning and investment management processes.

This is a hybrid (in office 3x/week) position and will be based in either our Scottsdale or Dallas office.

• Act as liaison with existing clients to schedule and coordinate client meetings on a regular basis.
• Coordinate action items gathered from client interactions to improve the client experience and efficiency within the team.
• Gather information from clients and enter portfolio data into spreadsheets and update entries using our financial planning tool (Money Guide Pro).
• 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).
• Work cross-functionally and collaboratively within the team to identify and delegate ad hoc client requests to appropriate team members.
• Work closely with advisors to assist in researching and presenting custom client projects and analysis.

• 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.
• Bachelor’s Degree required.
• Financial services or bookkeeping experience a plus.

Parallel Advisors is a fast-growing, independent, Registered Investment Advisory firm headquartered in San Francisco, CA, with offices in Arizona, Colorado, Hawaii, Michigan, Ohio, and Texas. We offer our clients an open array of investment solutions, fee-based and independent of any proprietary platforms. Parallel Advisors combines the best advisors, support staff, and industry-leading technology in collaborative partnership to offer clients an extraordinary experience.

Parallel Advisors, LLC is an Equal Opportunity Employer.