About this role
Wealth Strategist at Parallel Advisors, LLC. Location: Coppell, Texas, United States. Role: Coordinate meetings, Enter data, Assist with projects Requirements: Associate level role supporting advisors with administrative and data tasks; require strong organization, communication, and Excel skills; bachelor’s degree required. Category: Finance and Accounting Seniority: Entry Level Tools: Excel, MoneyGuide Pro, Salesforce Commitment: Full Time, Contract, Internship, Temporary, Seasonal, Volunteer Workplace: Hybrid Languages: English