The Wealth Strategist at Parallel Advisors is an associate level role with a fast-growing Registered Investment Advisory firm with a culture of entrepreneurship, education, and collaboration. Wealth Strategists work alongside experienced advisors with a wide range of expertise supporting current clients and client prospects by providing administrative and technical assistance. Parallel Advisors fosters a collaborative culture, which allows Wealth Strategists to learn and get exposure to many different aspects of financial planning and investment management processes.
This role will be be in-office on a hybrid basis (3x/week) in our San Francisco office.
Responsibilities
- Coordinate action items gathered from client interactions to improve the client experience and efficiency within the team
- Help gather and distribute client information to outside professionals such as CPAs, bookkeepers, or estate planning attorneys on a regular basis.
- Gather information from clients and entering portfolio data into spreadsheets and updating entries using our financial planning tool (we use MoneyGuidePro)
- 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
- Working cross-functionally on special projects across teams to support Firm or team initiatives, as needed.
- Participate in ad hoc projects to improve quality and efficiency within the team, as they arise.
Qualifications
- Strong organizational, analytical, communication, and interpersonal skills with high attention to detail
- Excellent written and verbal communication skills
- Bachelor’s Degree (or commensurate professional background)
- Working knowledge of Google Workspace (Mail, Calendar, Drive, etc) and Microsoft Office (Docs, PowerPoint, Excel, etc)
- Financial services or bookkeeping experience is a plus
Salary And Benefits
- Salary based upon experience (Salary range $70,000 - $90,000 with eligibility for a 10% annual performance bonus)
- Opportunity for a discretionary, semi-annual incentive award
- Benefits including health care, dental, vision, and 401k plans
- Opportunity for support of professional accreditation and continuing education requirements and other professional development
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 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 and industry-leading technology in collaborative partnership to offer our clients an extraordinary experience
- Parallel Advisors, LLC is an Equal Opportunity Employer
