Senior Financial Advisor (Senior Family Advisor)

At Parcion, we partner 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 Senior Family Advisor (5–10 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 the lead advisor, 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 Senior Family Advisor will play a key role in relationship management, business development, financial planning, and investment implementation, contributing to the firm’s national growth and reputation for excellence and legendary service. This position requires strong technical acumen, leadership capability, strong relationship management, business development, and communication skills. Our candidate has 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 relationship 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
• Work closely with Advanced Planning Team and Client Service Team to ensure excellent client service
• Act as primary point of contact, lead advisor for clients, their families, and their other trusted advisors
• Lead the preparation and delivery of assigned prospect proposals and client review presentations
• Participate in all client review meetings and present/discuss cash flow models and advanced planning topics
• Utilize detailed CRM to capture notes and instructions for the team following meetings and calls; delegate tasks, as needed to deliver service and manage prospective clients.
• Lead cash flow modeling for clients
• Manage and strengthen relationships within existing client base, and develop and build new business.
• This role requires maintaining proactive, professional communication with clients to ensure an excellent client experience.
• Comply with all industry rules and regulations along with firm policies
• Be a team player
• Ensure consistent delivery of high quality service on the team to meet or exceed client expectations and service standards.

Proven experience and results in the following areas:

• Wealth management experience with fee-based consulting, tax, mutual funds, money manager programs, insurance and financial planning
• Design and implement custom investment portfolios
• Proactively adjust financial plans and investment positioning, as needed
• Stay informed on market and investment trends, tax regulations and financial planning best practices
• Serve as trusted advisor and thought leader advocating on behalf of clients
• Must be team oriented and able to collaborate with internal specialists to deliver wholistic planning experiences – including investment, advanced planning, financial, tax, and estate planning especially relevant to liquidity or post-liquidity.
• Previous experience with business owners, liquidity events, founders, entrepreneurs, first generation wealth creators, ultra-high net worth and multi-generational families
• Mastery of various financial planning and investment software products (eMoney or similar)
• Highly effective interpersonal, relationship management, business development and communication skills
• Mentor and support the development of junior Family Advisors, service team members, Associates and new hires.
• Excellent organizational and time management skills in a high energy environment to manage multiple priorities
• Strong attention to detail
• Respond to and ensure incoming account or investment-based client calls, e-mails, communications, and inquiries are responded to in a quick, efficient manner – high response, high-touch environment.
• Monitor team compliance and adherence to operational policies and procedures, completeness, and accuracy.

Effectively manage clients you're responsible for:

• Prepare for all client meetings and reviews
• Investment reports
• Net worth
• Cash flow
• Optimization of liquidity
• Review and analyze potential tax mitigation
• Direct trades and money movements
• Prepare and send meeting summaries promptly
• Liaise with Tax Team for tax projections, preparation, and filing
• Establish and maintain effective partnerships with colleagues and external centers of influence (i.e., Accountants, Lawyers, Investment Bankers, etc.)
• Review estate planning documents and generate summaries and recommendations on potential updates and changes, based on each family’s unique life goals and financial stages
• Understand, analyze, and present estate planning and tax strategies

Requirements

• Bachelor's degree
• Strong financial planning literacy and 5+ years minimum of experience in a client-facing financial advisory role at a broker dealer or RIA
• Series 65 or equivalent
• CERTIFIED FINANCIAL PLANNER™, CFA®, CIMA® or other relevant designation
• Experience with advanced planning techniques including: donor advised funds, foundations, 529 accounts, purpose and non-purpose lending solutions, life insurance, property and casualty insurance, health insurance
• Knowledge of fundamental estate planning tools and techniques
• Experience delivering fundamental asset management tools and techniques
• Foundational business development skills
• 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

Preferred Qualifications:

• Experience providing advice or guidance to privately held business owners/families
• Life and Disability Insurance license
• Experience with Salesforce, Orion, Wealthscape, EMoney, and/or MindManager software

Benefits

Additional Details, Benefits, and Perks:

• Full-time position / exempt status
• Competitive salary and incentive bonus structure
• 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

Salary Range $185,000-$250,000

In terms of salary expectations, we assess each candidate individually based on their experience and qualifications and offer competitive compensation that reflects the value they bring to the team. Base salary typically is within the range posted, plus an annual bonus and a generous benefits package, but it can be higher for candidates with additional experience and/or designations.

11980 NE 24th St, Suite 210

Bellevue, WA 98005

www.parcionpw.com

Parcion Private Wealth provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, or genetics. In addition to federal law requirements, Parcion Private Wealth complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has offices. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

Parcion Private Wealth expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Parcion Private Wealth’s employees to perform their job duties may result in discipline up to and including discharge.