UHNW Family Advisor - Wealth Planning & Liquidity

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

Benefits offered by this job

Competitive salary

Full benefits package

401(k) match

Paid time off

Professional development

Parking

Job summary

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

The ideal candidate brings 3–5+ years of client-facing advisory experience, holds or is eligible for required licenses, and can collaborate with

Qualifications

• 3–5+ years of client-facing financial advisory experience.
• Must hold or be able to obtain Series 63/65/66 within 3 months (sponsorship and spot bonus).
• Strong knowledge of donor advised funds, foundations, insurance and estate planning basics.

Responsibilities

• Serve as project manager for assigned client families and drive implementation of recommendations across planning pillars.
• Deliver integrated planning across cash flow, education, asset management, lending, life and health insurance, and family meetings.
• Be the primary contact for client families and their trusted advisors; build long-term relationships.

Skills

Financial advisory

Client communication

Presentation skills

Time management

External collaboration

Education

CFP/CFA/CIMA designation

Tools

Salesforce

Orion

Wealthscape

eMoney

MindManager

Job description

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

The ideal candidate brings 3–5+ years of client-facing advisory experience, holds or is eligible for required licenses, and can collaborate with