Wealth Strategist

Parallel Advisors; Dayton (OH); Hybrid; USD 65,000 - 75,000; Full time

Job summary

Parallel Advisors, LLC is seeking a Wealth Strategist at associate level in a fast-growing RIA with an entrepreneurial, educational, and collaborative culture. You will support current clients and prospects with administrative and technical tasks, gaining exposure to financial planning and investment management processes.

The role is hybrid (in-office 3x/week) and based in Scottsdale or Dallas, working with two experienced Advisors to deliver superior service.

Qualifications

• Bachelor’s Degree required.
• Must hold Series 65 License or be willing to test within 4 months.
• Financial services or bookkeeping experience is a plus.

Responsibilities

• Act as liaison with existing clients to schedule and coordinate client meetings.
• Coordinate action items from client interactions to improve client experience and efficiency.
• Gather information from clients and enter portfolio data into spreadsheets; update in MoneyGuide Pro.
• Distribute client information to CPAs, bookkeepers, or estate planning attorneys regularly.
• Organize work papers, onboarding of new clients, and maintain CRM records in Salesforce.
• Collaborate cross-functionally to delegate ad hoc client requests to team members.
• Support advisors with research and presentation of client projects; stay updated on investment models.

Skills

Organizational skills

Analytical skills

Communication skills

Interpersonal skills

Data manipulation (Excel)

Operational efficiency

Multitasking

English (written/spoken)

Education

Bachelor’s Degree

Series 65 license or ready to test

Tools

Excel

Salesforce

MoneyGuide Pro

Job description

Job Summary:

The Wealth Strategist at Parallel Advisors is an associate level role within a fast-growing Registered Investment Advisory firm with a culture of entrepreneurship, education, and collaboration. As a Wealth Strategist, you will work closely with two experienced Advisors with a wide range of expertise, supporting current clients and prospects through administrative and technical assistance. Parallel Advisors fosters a collaborative culture, allowing Wealth Strategists to gain deep exposure to multiple facets of the 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.

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.


• Assist in organizing work papers, scanning and uploading documents, onboarding new clients, and maintaining existing client records in our CRM system (we use Salesforce).


• Working 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, making sure to stay up to date on investment models and private markets offerings.

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.


• Must hold Series 65 License or be willing to test and pass within 4 months of employment.


• Financial services or bookkeeping experience a plus.

$65,000 - $75,000 a year

Salary range in SF: $72,000 - $95,000 base + 10% bonus

Listed range is for all other locations where Parallel has an office.

Company: Parallel Advisors, LLC

- Parallel Advisors is a fast-growing, independent, Registered Investment Advisory firm. We are headquartered in San Francisco, CA and have offices in Arizona, Colorado, Hawaii, Michigan, Ohio, and Texas.

- To enhance our clients’ futures, we seek to know where they are today and where they want to be tomorrow. That means understanding not only their assets, such as concentrated stock holdings, real estate, and earning potential but also their aspirations, including all of their future financial goals.

- With this information in-hand, we chart, assess, and evaluate different scenarios based upon their unique objectives, risk tolerances, and time horizons. From this insight, we build a financial framework from which all our recommendations – including savings directives, insurance requirements, and investment strategies – flow. This framework provides a repeatable, measurable way to make objective decisions as to how to allocate their assets now and into their future.

- We offer our 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 our clients an extraordinary experience.

- Parallel Advisors, LLC is an Equal Opportunity Employer.