Registered Investment Advisor

MPG is working to place RIA candidates

Qualifications

The successful RIA candidate will have the following qualifications:

• AUM range: $50 million - $500 million
• Fee-only pricing structure
• Clients: individuals, families and trusts; investable assets: $500k - $20m
• CPA, JD or CFP (dual credentials preferred)
• 5+ years financial planning experience with HNW clients
• Previous comprehensive, fee-based planning experience
• Demonstrated level of technical expertise on estate, tax and wealth planning issues
• Effective presentation, listening, writing and communication skills

Salary and Benefits

Our Registered Investment Advisor can expect a competitive compensation package including:

• 50% payout
• Parallel Advisors equity and profit sharing
• Covered overhead costs include: research, operations support, software licensing, technology, travel, and client swag and events
• Benefits include: health care, dental, vision and 401k plans
• Opportunity for support of accreditation and continuing education requirements and other professional development

Company: Technology Platform

• Parallel utilizes a web-based CRM tool for seamless contact management
• Financial planning is done via web-based planning software with integrated data from multiple custodians
• Our web-based performance reporting application reconciles portfolios daily for on-demand customizable reports

Company: Culture

• Innovative: Parallel is empowered by the best available research, intellectual capital, and technology in our industry
• Disciplined: Unrestricted and comprehensive asset allocation solutions are offered based on financial planning and risk tolerance
• Independent: Parallel is 100% employee-owned and is predominantly fee-only

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