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Koa Wealth Management Logo
Koa Wealth Management

San Diego, California

Francis Financial, Inc. Logo
Francis Financial, Inc.

New York, New York

Francis Financial, Inc. Logo
Francis Financial, Inc.

New York, New York

Francis Financial, Inc. Logo
Francis Financial, Inc.

New York, New York

Confidential

Stamford, Connecticut

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Rainey and Randall Investment Ma

Celebration, Florida

NEW! NEW!
suscap advisors ag Logo
suscap advisors ag

Zürich, Switzerland

Vigilant Capital Management Logo
Vigilant Capital Management

Portsmouth, New Hampshire

Marshall Wealth Management Group Logo
Marshall Wealth Management Group

Pasadena, California

TrustCore Financial Services Logo
TrustCore Financial Services

Brentwood, Tennessee

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Fineman CPA Group

Canton, Massachusetts

G1 Partners, LLC

Park Ridge, Illinois

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NACM Connect

Rolling Meadows, Illinois

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Wealth Manager/Financial Advisor
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 cli


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