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.

Duties And 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
• Absorb and upload 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

Qualifications

• 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