Wealth Manager

About Parallel Financial:

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.

Position Overview
:

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.

***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.

Key Responsibilities:

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.

Qualifications
:

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.

What We Offer
:

Personalized coaching and support to help you grow your book of business.

Effective marketing strategies for better prospecting.

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.

***Important Please Read Below***

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.

Imagine waking up each day excited to tackle challenges that truly matter, surrounded by brilliant minds who inspire you daily. At Parallel Financial we're not just building a business; we're crafting a legacy of innovation and positive impact in our community, clients' lives, and employees. Join our passionate team where your ideas are valued, your growth is prioritized, and your work shapes the future of financial services.

Core Story:

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. They created Fiduciary Alliance to meet that need and help these advisors transition out of the difficult situation they are in and provide them a platform that will give them flexibility, allow them to scale, and most importantly grow their practice.

In 2024, Fiduciary Alliance (FA) has grown to a regional firm with $1.5 billion in assets, 1,921 clients, and 25 advisors. FA only works with clients who are growth minded and advisors who keep their clients' best interest paramount.

Please visit these websites to learn more:

HOME | Parallel Financial

HOME | Fiduciary Alliance

Core Vision:

An independently owned regional financial services firm serving clients' best interest while helping advisors grow and scale their practice

Core Purpose:

Parallel Financial - Enhance the quality of our clients' lives through unbiased financial advice so they can live the life they want.

Fiduciary Alliance - Help advisors seamlessly transition out of the difficult situation they are in and provide them a platform that will give them flexibility, allow them to scale, and most importantly grow their practice.

Core Values:

Make Quality Personal

Take pride in the quality of everything you do. Always ask yourself, "Is this my best work?"

Deliver Legendary Client Service

Do the little things as well as the big things that make the difference. Create extraordinary experiences they'll tell others about. Go above and beyond and do the unexpected.

Be A Fanatic About Response Time

Rapid response is one of the easiest and best ways to stand out from the crowd.

Check The Ego At The Door

It's not always about you. Do what is best for the client and the team.

Practice Blameless Problem-Solving

Apply your creativity and enthusiasm to developing solutions rather than pointing fingers and dwelling on problems. Negativity is simply not tolerated.

Find A Way

Take personal responsibility for making things happen – somehow, someway.

Listen To Learn

Be present and engaged. Listen with care and empathy and most importantly to understand.

Follow-Up Everything

Record a follow-up date for every action and take responsibility to see that it gets completed.

Be Process Oriented

Look to create processes for every aspect of your work, and then turn those processes into habits to achieve consistent results.

Commit To Continuous Improvement

Don't be satisfied with the status quo. Keep getting better. Seek feedback, learn new skills, accept challenges, be uncomfortable.

Work And Grow As A Team

Earn your spot on the team every day. Step in and step up when needed. Give and receive the gift of feedback with gratitude. Teams accomplish more than individuals.

Keep It Simple

Simple solutions bring clarity. The more complex, the more chance for something to go wrong.

Proactive Leadership

Take initiative in identifying opportunities and addressing challenges before they rise and without waiting for direction.

Own Your Actions

Be personally accountable for your decisions, behaviors, and results. When mistakes happen – and they will – own them, learn from them, and grow beyond them.

Celebrate Success

Regularly express meaningful and sincere appreciation in all directions. Applauding people doing the right things is far more effective than only calling them out when they are wrong.

Look The Part

You deliver peace of mind as soon as you show up. First impressions matter. Make sure how you look does not take away from what you do.

Unwavering Poise

Embrace calm in the face of chaos, maintaining our professionalism through every challenge. By remaining composed, you turn obstacles into opportunities and inspire confidence.

Respect Regulatory Compliance

You are empowered to understand, implement, and champion regulatory standards in your daily work.

Call To Action:

Apply here on LinkedIn

Email:
with these three things:

• Which 3 Core Value listed here do you most identify with and why?
• What specifically about Parallel Financial and/or Fiduciary Alliance do you find intriguing?
• What specifically about this job's responsibilities is attractive to you and your skillset?

Parallel Financial is proud to be an equal opportunity employer. We value diversity and strive for inclusivity in every facet of our organization.