Registered Investment Advisor


San Diego, CA


Direct Hire


May 20, 2020

MPG is working to place RIA candidates


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

Schedule a Free Consultation