Senior Family Advisor: Lead UHNW Client Relationships

Parcion Private Wealth LLC; Washington (District of Columbia); Hybrid; USD 185,000 - 250,000; Full time

Benefits offered by this job

Annual performance bonus

Uncapped net new asset bonus

100% medical/dental/vision insurance

401(k) with company match

15+ days PTO

Training reimbursement

Executive coaching

Wellness reimbursement

Parking

Team off-sites

Job summary

Parcion Private Wealth is seeking a Senior Family Advisor to lead a portfolio of UHNW business owners and multigenerational families from our Bellevue headquarters. You’ll own the relationship, guide all stages of the client experience, and mentor junior advisors.

Hybrid work is available after six months onboarding, with core hours Monday–Friday. You will develop comprehensive plans across wealth enhancement, transfer, protection, and philanthropy, and build models in eMoney.

Qualifications

• Bachelor's degree required.
• 7+ years in a client-facing advisory role at an RIA, multi-family office, private bank, or broker dealer.
• Series 65 or 66 required.
• CFP strongly preferred (CFA, CPWA, CEPA, or similar also considered).
• Experience serving UHNW clients, business owners, or founders, ideally through liquidity events.

Responsibilities

• Serve as lead advisor and primary point of contact for a portfolio of client families.
• Lead all six meetings in Parcion's client process.
• Plan and facilitate family meetings, and clearly explain our portfolio approach and performance.
• Keep a high-touch, fast-response service standard and keep Salesforce up to date.
• Deliver comprehensive plans across Wealth Enhancement, Wealth Transfer, Wealth Protection, and Charitable Giving.
• Build cash flow models in eMoney, including business sale and legacy scenarios.
• Lead advanced strategies in estate, tax, insurance, lending, asset protection, and philanthropy.
• Coordinate with clients' attorneys, CPAs, and insurance professionals.
• Build a network of centers of influence, including attorneys, CPAs, and investment bankers.
• Source new relationships, lead prospect meetings, and grow existing ones.
• Host events and stay active in the community through boards and affinity groups.
• Develop a niche specialty such as pre-liquidity planning, complex asset donations, or lending.
• Mentor and develop Family Advisors and Associates.
• Lead advisory initiatives and take part in firm committees.
• Represent Parcion as a brand ambassador and lead community involvement efforts.

Skills

Client relationship management

UHNW client experience

Networking & COI development

Financial planning

Communication skills

Education

Bachelor's degree

Series 65/66 license

CFP certification

Tools

eMoney

Salesforce

Orion

Wealthscape

Job description

Parcion Private Wealth is seeking a Senior Family Advisor to lead a portfolio of UHNW business owners and multigenerational families from our Bellevue headquarters. You’ll own the relationship, guide all stages of the client experience, and mentor junior advisors.

Hybrid work is available after six months onboarding, with core hours Monday–Friday. You will develop comprehensive plans across wealth enhancement, transfer, protection, and philanthropy, and build models in eMoney.