Parcion Private Wealth

Financial Advisor ( Family Advisor)

Bellevue, Washington, United States · Full-time

Sponsorship not specified$88k-$150kDetected 50 days ago

Project ManagementSalesforceBusiness DevelopmentProblem SolvingPublic Speaking

About the role

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.
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.

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.
Collaborates closely with the Senior Family Advisor and the full service team to ensure a seamless and exceptional client experience.
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.
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.

Brings 3-5+ years of experience in a client-facing financial advisory role at a broker dealer or RIA, with strong financial planning literacy.

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

$88,000 - $150,000 base salary, plus annual bonus.
Competitive salary and incentive bonus structure Full benefits package including generous paid time off, health, dental, vision, life, disability, and 401(k)

If you have a relentless desire to succeed and share our vision, we would love to hear from you.

Core business hours are Monday - Friday, 7:30 AM - 4:00 PM.
We are flexible and open to hybrid arrangements after an initial onboarding period (typically 6 months) or with management approval.
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 listing is sourced directly from Parcion Private Wealth's careers page and normalized into a canonical job model.