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Vigilant Capital Management Logo
Vigilant Capital Management

Portsmouth, New Hampshire

TrustCore Financial Services Logo
TrustCore Financial Services

Brentwood, Tennessee

Fineman CPA Group Logo
Fineman CPA Group

Canton, Massachusetts

G1 Partners, LLC

Park Ridge, 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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Office: 10206 SW Laurel Street, Beaverton, OR 97005

Mailing: PO Box 4555, Beaverton, OR 97076 | Main: 503-641-7200 | Fax: 503-626-2942