Wealth Strategy Associate — Hybrid Role
Parallel Advisors
Parallel Advisors is seeking a Wealth Strategist for their Scottsdale office. This hybrid role involves supporting clients through administrative and technical assistance. Responsibilities include client liaison, data management, and collaboration with advisors on custom projects. Candidates should have strong organizational, analytical, and communication skills, along with Excel proficiency and a relevant Bachelor’s Degree. Financial services experience is a plus. Join a fast-growing Registered Investment Advisory firm focused on investment management and financial planning. #J-18808-Ljbffr Parallel Advisors
Vacancy posted 3 days ago
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