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Alerus Financial Logo
Alerus Financial

Excelsior, Minnesota

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Koa Wealth Management

San Diego, California

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Francis Financial, Inc.

New York, New York

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Francis Financial, Inc.

New York, New York

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Francis Financial, Inc.

New York, New York

Confidential

Stamford, Connecticut

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Compeer Financial

bloomington, Illinois

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Busey

Creve Coeur, Missouri

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Busey

Edwardsville, Illinois

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Independent Bank

Livonia, Michigan

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Urbana, Illinois

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Busey

Creve Coeur, Missouri

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Busey

Edwardsville, Illinois

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Independent Bank

Farmington Hills, Michigan

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Urbana, Illinois

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Rainey and Randall Investment Ma

Celebration, Florida

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Federal Home Loan Bank of Chicago

Chicago, Illinois

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Busey

Carmel, Indiana

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Independent Bank

Bad Axe, Michigan

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Independent Bank

Mason, Michigan

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Busey

Urbana, Illinois

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Independent Bank

Saranac, Michigan

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Independent Bank

Ionia, Michigan

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Federal Home Loan Bank of Chicago

Chicago, Illinois

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Wealth Manager/Financial Advisor
Parallel Advisors is a fast-growing, innovative, and informed independent advisor firm led by disciplined, collaborative, technology-savvy Principals with a sharp business focus. Our team is currently comprised of 73 members with offices in San Francisco, CA, Denver, CO, Honolulu, HI, Dayton, OH, and Dallas, TX. Parallel is seeking to add a Wealth Manager to a leading advisory team. This person should have a client-centric focus, strong fiduciary mindset, an entrepreneurial spirit, and a financial planning-first approach. Responsibilities: Partner with the lead advisor to provide financial planning and investment advice to our (ultra) high net worth clients Provide financial planning and investment advice directly to mass affluent cli


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