Financial Advisor (Family Advisor)

Parcion Private Wealth • Bellevue, WA

3h • $88,000 - $150,000 • Onsite

About The Position

Parcion Private Wealth is a nationally recognized multi-family office dedicated to partnering with business owners and their families through life-changing liquidity events and beyond. We serve ultra high net worth founders, entrepreneurs and first generation wealth creators with complex financial lives, delivering integrated advice across investments, planning, and legacy considerations with discretion, rigor, and long-term perspective.
We are seeking an experienced Family Advisor (3–5 years of relevant experience, minimum) to join our advisory team and work closely with ultra-high net worth business owners, and multigenerational families. This role is designed for a sophisticated advisor who can operate as a trusted partner to clients, supporting them before, during, and after liquidity events—while collaborating with internal specialists and external professionals to deliver a seamless client experience.
The Family Advisor will play a key role in relationship management, business development, financial planning, and investment implementation, contributing to the firm’s growth and reputation for excellence and legendary service. This position requires strong technical acumen, leadership capability, strong relationship management, communication skills and the ability to communicate complex financial concepts with clarity and confidence to discerning clients.
Our ideal candidate is a highly motivated team player that exemplifies our firm’s Core Values of Integrity, Dedication, Teamwork, Impact, and Opportunity. This is your chance to play a critical role in the future success of a fast-growing Registered Investment Advisor (RIA) and nationally recognized multi-family office.
We partner with business owners and their families to unlock the true potential of their wealth. We show them how to take care of the people they love for generations and help them get clear, thinking bigger about what’s next, keeping more of what they’ve built for themselves, their family and the causes they care about.
If you have a relentless, burning desire to succeed and share our vision, we would love to hear from you!

Requirements

• Strong financial planning literacy and 3-5 years of experience in a client-facing financial advisory role at a broker dealer or RIA
• Series 63, 65, and/or 66
• Experience with various advanced planning tools and techniques including: donor advised funds, foundations, 529 accounts, purpose and non-purpose lending solutions, life insurance, property and casualty insurance, health insurance
• Knowledge on fundamental estate planning tools and techniques
• Knowledge on fundamental asset management tools and techniques
• Excellent communication and presentation skills, and the ability to articulate complex ideas to a variety of audiences
• Excellent time management skills and follow-through
• The ability to work closely with our clients’ team of external advisors, including their estate planning counsel, personal/business tax professional, insurance professionals, etc.
• Acute attention to detail and accuracy, commitment to quality, and laser focus on client satisfaction
• Exceptionally high emotional intelligence, personal integrity, and accountability
• Enthusiasm and aptitude for learning
• A can-do, problem-solving attitude and a collaborative, warm and upbeat personality

Nice To Haves

• Experience providing advice or guidance to privately held business owners/families
• CERTIFIED FINANCIAL PLANNER™, CFA®, CIMA® or other relevant designation strongly preferred
• Life and Disability Insurance license
• Prior experience with Salesforce, Orion, Wealthscape, EMoney, and/or MindManager software

Responsibilities

• Serve as a project manager for assigned clients, driving the implementation of recommendations in the four main areas of advanced planning: wealth enhancement, wealth transfer, wealth protection and charitable giving.
• Wealth Enhancement
• Cash Flow Planning
• Education Planning
• Asset Management
• Lending Solutions
• Life Insurance
• Family Meetings
• Health Insurance
• Work closely with Sr. Family Advisor and the entire Service Team to ensure excellent level of service
• Be main point of contact for clients, their families and their trusted advisors
• Internally lead the preparation of all prospect proposals and client review presentations
• Participate in all client review meetings and present/discuss advanced planning topics
• Take detailed notes and instructions for the team following meetings and calls; delegate tasks, when needed
• Prepare proprietary reports for clients on an individualized basis
• Assist Financial Planning with cash flow modeling for clients
• Build strong relationships with assigned client families
• Comply with all industry rules and regulations along with Firm policies

Benefits

• Full benefits package including generous paid time off, health, dental, vision, life, disability, and 401(k)
• Benefits: Fully paid premiums for medical/dental/vision, short-term and long-term disability, and life insurance
• 401(k): 100% company match up to 3% of your annual pay
• Paid Time Off: Starting at 15 days per year, with PTO accrual program.
• Career + Professional Development: training/certification/licensing/dues reimbursement, internal development planning, executive coaching and ongoing development programs.
• Parking available
• Wellness reimbursement
• Regular team off-sites, events, including an annual team retreat
• Access to Parcion Family Office Network vendors and preferred pricing discounts

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 11-50 employees