Details
Posted: 21-Dec-21
Location: San Francisco, California
Type: Full Time
Preferred Education: 4 Year Degree
Sector:
Wealth Management
Salary Details:
•Competitive salary based upon experience
•Opportunity for discretionary, semi-annual incentive awards
•Benefits including health care, dental, vision, and 401k plans
•Opportunity for support of professional accreditation and continuing education requirements and other professional development
Parallel Advisors is a fast-growing, innovative, and informed independent advisor firm led by disciplined, collaborative, technology-savvy Principals with a sharp business focus. Our team is currently comprised of 73 members with offices in San Francisco, CA, Denver, CO, Honolulu, HI, Dayton, OH, and Dallas, TX.
Parallel is seeking to add a Wealth Manager to a leading advisory team. This person should have a client-centric focus, strong fiduciary mindset, an entrepreneurial spirit, and a financial planning-first approach.
Responsibilities:
- Partner with the lead advisor to provide financial planning and investment advice to our (ultra) high net worth clients
- Provide financial planning and investment advice directly to mass affluent clients in our portfolio
- Assist in the cultivation and onboarding of new client prospects
- Collaborate with other team members to ensure an excellent client experience
- Coordinate with outside professionals (e.g. CPAs, estate planning attorneys, etc.) to provide holistic solutions
Qualifications:
- 3+ years in a financial advisory role
- 3+ years financial planning experience
- FINRA Series 65 license (or ability to acquire license upon hire)
- Degree and other professional certifications (e.g. CFA, CFP, CPA, JD, etc.) preferred
- Demonstrated level of expertise on estate, tax and wealth planning issues
- Effective presentation, listening, writing and communication skills
