Financial Advisor ( Family Advisor)

Parcion Private Wealth • Bellevue, WA

21h • Hybrid

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 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. Our ideal candidate is a highly motivated team player who exemplifies our firm's Core Values of Integrity, Dedication, Teamwork, Impact, and Opportunity. If you have a relentless desire to succeed and share our vision, we would love to hear from you.

Requirements

• 3–5+ years of experience in a client-facing financial advisory role at a broker dealer or RIA, with strong financial planning literacy.
• Holds Series 63, 65, and/or 66 licensure.
• Applies working knowledge of advanced planning tools and techniques including donor advised funds, foundations, 529 accounts, purpose and non-purpose lending, life insurance, and property, casualty, and health insurance.
• Demonstrates knowledge of fundamental estate planning and asset management tools and techniques.
• Communicates complex financial concepts clearly and confidently to a variety of audiences, with excellent presentation skills.
• Manages time effectively with strong follow-through and commitment to accuracy and quality.
• Collaborates seamlessly with clients' external advisors including estate planning counsel, tax professionals, and insurance professionals.
• Maintains acute attention to detail with a laser focus on client satisfaction.
• Exhibits exceptionally high emotional intelligence, personal integrity, and accountability.
• Approaches every challenge with enthusiasm, a can-do problem-solving attitude, and a collaborative, warm, and upbeat personality.

Nice To Haves

• Holds a CFP®, CFA®, CIMA®, or other relevant professional designation.
• Brings experience advising privately held business owners and their families.
• Holds a Life and Disability Insurance license.
• Operates proficiently in Salesforce, Orion, Wealthscape, eMoney, and/or MindManager.

Responsibilities

• Serves as project manager for assigned clients, driving implementation of recommendations across the four pillars of advanced planning: wealth enhancement, wealth transfer, wealth protection, and charitable giving.
• Delivers integrated planning across key service areas including cash flow planning, education planning, asset management, lending solutions, life insurance, health insurance, and family meetings.
• Acts as the primary point of contact for assigned client families, their family members, and their trusted external advisors.
• Builds and maintains strong, trusted relationships with assigned client families over the long term.
• Leads the internal preparation of all prospect proposals and client review presentations.
• Participates in all client review meetings, presenting and discussing advanced planning topics with clarity and confidence.
• Captures detailed notes and action items following meetings and calls, delegating tasks to the service team as needed.
• Prepares proprietary, individualized client reports and assists with cash flow modeling.
• Collaborates closely with the Senior Family Advisor and the full service team to ensure a seamless and exceptional client experience.
• Complies with all industry rules, regulations, and firm policies.

Benefits

• Competitive salary and incentive bonus structure
• Full benefits package including generous paid time off, health, dental, vision, life, disability, and 401(k)
• 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