Remote Jobs at Parallel Advisors, LLC

Parallel Advisors, LLC

51 - 200 employees

Founded 2006

💼 Consulting

🛡️ Insurance

💸 Finance

Consulting • Insurance • Finance

Parallel Advisors, LLC is an independent wealth management firm that offers a comprehensive range of financial services including financial planning, investment management, and advisory services. Established in 2006, the firm focuses on goals-based financial planning, asset protection strategies, and tax-efficient portfolios, ensuring personalized service and a fiduciary standard for their clients. With over $8 billion in assets under management and a commitment to excellence and integrity, Parallel Advisors aims to support their clients' financial well-being throughout their lives.