Wealth Strategist

Job Summary: The Wealth Strategist at Parallel Advisors is an associate level role within a fast-growing Registered Investment Advisory firm with a culture of entrepreneurship, education, and collaboration. As a Wealth Strategist, you will work closely with two experienced Advisors with a wide range of expertise, supporting current clients and prospects through administrative and technical assistance. Parallel Advisors fosters a collaborative culture, allowing Wealth Strategists to gain deep exposure to multiple facets of the 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. 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 all of 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, support staff, and industry-leading technology in collaborative partnership to offer our clients an extraordinary experience. - Parallel Advisors, LLC is an Equal Opportunity Employer.