Senior Family Advisor (Senior Financial Advisor)

Parcion Private Wealth LLC; Bellevue (WA); On-site; USD 185,000 - 250,000; Full time

Benefits offered by this job

Annual bonus

Net new asset bonus

Incentive pay

Medical, dental, vision insurance

Life insurance

401(k) with company match

PTO 15+ days

Training reimbursement

Wellness reimbursement

Parking

Job summary

Parcion Private Wealth in Bellevue, WA seeks a Senior Family Advisor (7+ years) to lead UHNW families, owning the client relationship from framing meetings to progress reviews. You will mentor junior advisors, grow the firm through COIs, and drive community involvement at our Bellevue headquarters.

You will lead client process meetings, develop comprehensive plans, and collaborate with attorneys, CPAs, and insurers to optimize wealth strategies.

Qualifications

• Bachelor's degree required.
• 7+ years in a client-facing advisory role.
• Experience serving UHNW clients or founders; especially through liquidity events.
• Series 65 or 66 required.
• CFP® strongly preferred (or CFA®, CPWA®, CEPA® or similar).

Responsibilities

• Lead a portfolio of client families as the primary advisor and contact.
• Manage all six meetings in Parcion's client process.
• Plan and facilitate family meetings; clearly explain portfolio strategy and performance.
• Maintain high-touch service and keep Salesforce up to date.
• Deliver comprehensive plans across Wealth Enhancement, Transfer, and Giving.
• Build cash flow models in eMoney; include 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 COI network (attorneys, CPAs, investment bankers) and source new relationships.
• Host events and stay active in the community; mentor the next generation of advisors.
• Develop a niche specialty such as pre-liquidity planning or complex asset donations.

Skills

Client relationships

Business development

Leadership

UHNW client service

Communication

Education

Bachelor's degree

Tools

eMoney

Salesforce

Orion

Wealthscape

Job description

The Role

We're looking for a Senior Family Advisor (7+ years of experience) to lead a portfolio of UHNW business owners and multigenerational families. You own the relationship. You lead every stage of our client experience, from the first Framing Meeting through ongoing Progress Reviews, and you're the first call our families make when they need guidance.

This is a leadership role. You'll grow the firm by building a strong network of centers of influence and developing a niche specialty, and you'll mentor the next generation of advisors on our team. When you're not out in the community or meeting with families, you'll be leading and collaborating at our Bellevue headquarters.

If you live our Core Values of Integrity, Dedication, Teamwork, Impact, and Opportunity, and want a key role at a fast-growing firm, we'd love to hear from you.

Compensation

$185,000 to $250,000 base salary depending on experience and qualifications, plus an annual performance bonus, an uncapped net new asset bonus, and incentive pay on new client relationships.

Schedule

Core business hours are Monday – Friday, 8:00 AM – 4:00 PM. We are flexible and open to hybrid arrangements after an initial onboarding period (typically 6 months) with management approval.

Position Type

Full-Time | Exempt

Responsibilities

This position includes, but is not limited to, the following responsibilities:

Client Leadership

• 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

Planning + Technical Expertise

• 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

Business Development + Growth

• 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

Leadership + Culture

• 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

• Bachelor's degree
• 7+ years in a client-facing advisory role at an RIA, multi-family office, private bank, or broker dealer, with experience leading client relationships
• A track record serving UHNW clients, business owners, or founders, ideally through liquidity events
• Proven business development results and an established or growing COI network
• Deep knowledge of estate, tax, insurance, lending, and charitable planning (DAFs, foundations, 529s)
• Series 65 or 66
• CFP® strongly preferred (CFA®, CPWA®, CEPA®, or similar also considered)
• eMoney or similar planning software. Salesforce, Orion, and Wealthscape preferred
• Strong communication and presentation skills
• High emotional intelligence, integrity, and accountability
• Flexibility for after-hours networking and client events
• Life and Disability Insurance license a plus

• Annual performance bonus based on individual KPIs
• Uncapped net new asset bonus
• Incentive pay for referring and closing new clients, paid quarterly over the first three years of billing
• Fully paid premiums for medical, dental, vision, short- and long-term disability, and life insurance401(k) with 100% company match up to 3% of pay
• 15+ days PTO to start, with an accrual program
• Reimbursement for training, certifications, licensing, and dues
• Executive coaching and ongoing development programs
• Wellness reimbursement
• Parking provided
• Team off-sites, events, and an annual retreat
• Preferred pricing through the Parcion Family Office Network

Parcion Private Wealth

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.