Registered Investment Advisor
Location
San Diego, CA
Type
Direct Hire
Posted
May 20, 2020
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