Senior Family Advisor - UHNW Wealth & Planning

Parcion Private Wealth LLC; Bellevue (WA); Hybrid; USD 88,000 - 150,000; Full time

Benefits offered by this job

Health insurance

401(k) match up to 3%

Paid time off

Professional development

Job summary

Parcion Private Wealth LLC in Bellevue, WA seeks an experienced Family Advisor to partner with ultra-high net worth business owners and multigenerational families. You will manage relationships, coordinate planning, and lead investment implementation to deliver a seamless client experience.

This full-time, exempt role offers hybrid work after onboarding, with core hours Mon–Fri and a base salary of $88,000–$150,000 plus annual bonus.

Qualifications

• 3–5+ years in a client-facing financial advisory role.
• Series 63, 65, and/or 66 licensure.
• Knowledge of advanced planning tools and techniques (donor advised funds, foundations, 529 accounts, lending, life/health insurance).
• Strong presentation and communication skills with diverse audiences.
• Excellent time management and accuracy.

Responsibilities

• Serves as project manager for assigned clients, driving implementation of recommendations across wealth pillars.
• Delivers integrated planning across cash flow, education, asset management, lending, insurance, and family meetings.
• Acts as primary contact for client families and trusted external advisors.
• Builds and maintains long-term client relationships.
• Leads proposal preparation and client review presentations.
• Participates in client reviews, presenting advanced planning topics clearly.
• Captures notes and action items, delegates tasks to the service team.
• Prepares client reports and assists with cash flow modeling.
• Collaborates with Senior Family Advisor to ensure seamless client experience.
• Complies with industry rules and firm policies.

Skills

Client-facing communication

Time management

Presentation skills

Attention to detail

Collaboration

Education

CFP / CFA / CIMA designation preferred

Series 63/65/66 licensure

Life and Disability Insurance license

Tools

Salesforce

Orion

Wealthscape

eMoney

MindManager

Job description

Parcion Private Wealth LLC in Bellevue, WA seeks an experienced Family Advisor to partner with ultra-high net worth business owners and multigenerational families. You will manage relationships, coordinate planning, and lead investment implementation to deliver a seamless client experience.

This full-time, exempt role offers hybrid work after onboarding, with core hours Mon–Fri and a base salary of $88,000–$150,000 plus annual bonus.