Wealth Strategy Associate

Parallel Advisors, LLC; Dayton (OH); Hybrid; USD 72,000 - 95,000; Full time

Benefits offered by this job

Hybrid work model

Job summary

Parallel Advisors, LLC is seeking a Wealth Strategist at an associate level to support two seasoned Advisors and current clients through administrative and technical tasks. This hybrid role requires collaboration, data handling in MoneyGuide Pro and Salesforce, and effective client communication to enhance service delivery.

Based in a fast-growing RIA with offices across multiple states, the Wealth Strategist will help manage meetings, gather information, and present analyses while staying

Qualifications

• Bachelor's degree required.
• Must hold Series 65 or be willing to test and pass within 4 months.
• Experience in financial services or bookkeeping is a plus.
• Strong communication and client-service orientation.

Responsibilities

• Act as liaison with existing clients to schedule and coordinate meetings.
• Coordinate action items from client interactions to improve experience.
• Enter portfolio data into spreadsheets and update in MoneyGuide Pro.
• Share information with CPAs, bookkeepers, and estate planners regularly.
• Organize work papers, scan/upload documents, onboard new clients, maintain CRM records in Salesforce.
• Collaborate cross-functionally to handle ad hoc client requests with the team.
• Assist advisors in researching and presenting client projects and investment analysis.

Skills

Strong organizational skills

Analytical abilities

Communication skills

Interpersonal skills

English proficiency

Excel data manipulation

Education

Bachelor's Degree

Tools

MoneyGuide Pro

Salesforce

Job description

Parallel Advisors, LLC is seeking a Wealth Strategist at an associate level to support two seasoned Advisors and current clients through administrative and technical tasks. This hybrid role requires collaboration, data handling in MoneyGuide Pro and Salesforce, and effective client communication to enhance service delivery.

Based in a fast-growing RIA with offices across multiple states, the Wealth Strategist will help manage meetings, gather information, and present analyses while staying