Manager, Wealth Planning
Parallel Advisors•Dallas, TX
475d•Hybrid
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About The Position
The Wealth Planning Manager at Parallel Advisors will play a crucial role in a rapidly growing Registered Investment Advisory firm, focusing on enhancing client-advisor relationships through comprehensive financial planning, including estate and income tax planning. This position involves leading a planning team, collaborating with various departments, and managing complex client relationships, particularly with ultra-high-net-worth and multi-generational clients. The role is hybrid, requiring three days in the Dallas office and two days remote, and reports directly to the Head of Family Office.
