Wealth Strategist

An associate-level role within a fast-growing Registered Investment Advisory firm that values entrepreneurship, education, and collaboration. Work closely with two experienced Advisors, supporting current clients and prospects through administrative and technical assistance in a hybrid (in-office 3x/week) position based in either Scottsdale or Dallas.

About the role

Parallel Advisors fosters a collaborative culture, allowing Wealth Strategists to gain deep exposure to multiple facets of the financial planning and investment management processes.

Responsibilities

• 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 (MoneyGuide 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 (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, staying 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
• Proficiency in 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
• Must hold Series 65 License or be willing to test and pass within 4 months of employment
• Financial services or bookkeeping experience a plus

About Parallel Advisors

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 enhance our clients’ futures by understanding where they are today and where they want to be tomorrow—including their assets (concentrated stock holdings, real estate, earning potential) and aspirations (future financial goals). With this information, we chart, assess, and evaluate different scenarios based on their unique objectives, risk tolerances, and time horizons. From this insight, we build a financial framework from which all recommendations flow, providing a repeatable, measurable way to make objective decisions about asset allocation now and into the future.

We offer clients an open array of investment solutions, fee-based and independent of any proprietary platforms. At Parallel, we combine the best advisors, support staff, and industry-leading technology in collaborative partnership to offer an extraordinary client experience.

Pay

Salary range in San Francisco: $72,000 - $95,000 base + 10% bonus. Listed range applies to all other office locations.

Schedule

Hybrid (in-office 3x per week).