Hybrid Wealth Strategy Associate — Client & Data Ops
Parallel Advisors, LLC
Parallel Advisors, LLC is seeking a Wealth Strategist for a hybrid role based in Scottsdale or Dallas. This associate position offers an opportunity to collaborate with experienced advisors and support current clients through administrative tasks. The role requires strong organizational and interpersonal skills and involves managing client meetings, data entry, and collaboration within a team. A Bachelor’s Degree is required, with an emphasis on financial services experience being a plus. #J-18808-Ljbffr Parallel Advisors, LLC
Vacancy posted 4 days ago
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