Wealth Manager

This job description is very long on purpose. If you are serious about applying here, it is important you read through the entire description and understand our company and what we are looking for. It will also save you a lot of time during the application process. Thank you for your consideration in working for our company.

*** Please note that compensation is a payout structure on the revenue that you generate. We offer the highest payouts in the industry while providing you overwhelming customized support.

Parallel is a boutique fee-only wealth management firm with offices in Greenville, Spartanburg, Greer, and Seneca. We provide a full offering of wealth management services to primarily business owners, retirees, and professionals. Our platform includes: financial, retirement, and tax planning, investments, insurance, and risk management. Being independent allows us to implement creative solutions to help solve our clients’ wants, needs, and pain points.

We also have fully embraced technology to help with scale and efficiency in delivering our solutions.

Parallel Financial is seeking a Wealth Manager with a strong emphasis on Business Development. In this role, you'll be instrumental in expanding our client base and forging strategic alliances, all while delivering unparalleled wealth management services. If you have an entrepreneurial spirit, a knack for relationship-building, and a passion for finance, this position offers a unique blend of advisory and growth-focused tasks.

• Business Development:
  Proactively seek out new opportunities to expand client base and grow assets under management by identifying opportunities, nurturing leads, and establishing partnerships.
• Client Relationship Management:
  Build and maintain robust relationships with both existing clients and prospects, ensuring their financial objectives are consistently met.
• Strategic Financial Planning:
  Offer comprehensive financial advisory services to clientele, understanding their needs and matching them with tailored solutions.
• Market Analysis:
  Stay abreast of current market trends and shifts to inform business development strategies and provide updated financial advice.
• Networking:
  Represent Parallel Financial at industry events, seminars, and conferences to boost the company's visibility and attract potential clients.
• Collaboration:
  
  Liaise with internal teams to streamline service delivery, ensuring that new clients transition smoothly and existing ones receive unparalleled service.
• Continuous Learning:
  Stay updated with the latest industry trends, regulatory changes, and financial products to provide top-notch advisory services.

• Bachelor's degree in Finance, Economics, or related field. Master's or professional certifications (e.g., CFA, CFP) are preferred.
• Minimum of 3 years in wealth management with a pronounced background in business development.
• Proven track record of successfully acquiring new clients and establishing partnerships.
• Exceptional networking and interpersonal skills.
• Proficient in analyzing market trends and leveraging insights for business expansion.
• Excellent communication skills, both oral and written.

• Personalized coaching and support to help you grow your book of business.
• Opportunities for professional development and growth.
• Access to industry events, conferences, and seminars.
• Collaborative, innovative, and inclusive work environment.
• Flexibility in work arrangements, recognizing the unique demands of a business development role.

Parallel Financial was co-founded by Anthony Mahfood and Brian Boughner in 2013. After experiencing the financial collapse of 2008 and seeing firsthand how the financial industry put their interests above their clients, Brian and Anthony decided to create an independent firm to ensure that their clients’ best interest would always be first and foremost.

A few years after experiencing success with this strategy, they realized they were not alone and that other advisors longed for a place where they could serve their clients with the freedom and flexibility to offer true unbiased advice.…