Wealth Strategy Coordinator

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

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.