Financial Advisor (Family Advisor)

Family Advisor

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 eventswhile 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!

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.
• These include:
• 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