Senior Family Advisor – UHNW Wealth & Legacy Lead

Parcion Private Wealth LLC; Bellevue (WA); Hybrid; 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

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.