Wealth Strategist

Parallel Advisors • San Francisco, CA

13d • $70,000 - $90,000 • Hybrid

About The Position

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.

Requirements

• Strong organizational, analytical, communication, and interpersonal skills with high attention to detail
• Excellent written and verbal communication skills
• Bachelors Degree (or commensurate professional background)
• Working knowledge of Google Workspace (Mail, Calendar, Drive, etc) and Microsoft Office (Docs, PowerPoint, Excel, etc)

Nice To Haves

• Financial services or bookkeeping experience is a plus

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.

Benefits

• Benefits including health care, dental, vision, and 401k plans
• Opportunity for support of professional accreditation and continuing education requirements and other professional development

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level