Wealth Strategist

Parallel Advisors • Coppell, TX

1d • Hybrid

About The Position

The Wealth Strategist at Parallel Advisors is an associate level role, which will be joining a fast-growing Registered Investment Advisory firm with a culture of entrepreneurship, education, and collaboration. As a Wealth Strategist, you will work closely with your Manager and team to support current clients and prospects through administrative and technical assistance work. A Wealth Strategist will be exposed to a fast-paced work environment and work alongside experienced advisors with a wide range of expertise. Parallel Advisors fosters a collaborative culture, which will allow you to learn and get exposure to many different aspects of 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.

Requirements

• 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)
• Capability to manage multiple demands and competing priorities.
• Excellent English written and verbal communication skills.
• Bachelor’s Degree required.

Nice To Haves

• Financial services or bookkeeping experience a plus.

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 11-50 employees