UHNW Family Wealth Advisor & Planner

Parcion Private Wealth LLC; Bellevue (WA); Híbrido; USD 90.000 - 185.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

401(k) company match

Generous PTO

Wellness reimbursement

Hybrid work arrangement

Descripción de la vacante

Parcion Private Wealth is seeking an experienced Family Advisor to partner with ultra-high net worth business owners and multigenerational families. You will manage relationships, deliver integrated planning, and support clients through liquidity events while collaborating with specialists to ensure a seamless client experience.

The role emphasizes project leadership, financial planning literacy, and strong communication.

Formación

• 2–5+ years of client-facing financial advisory experience.
• Strong financial planning literacy.
• Excellent presentation and communication skills.
• Ability to work with complex UHNW clients and families.

Responsabilidades

• Serve as project manager for assigned clients, driving implementation of recommendations across wealth pillars.
• Deliver integrated planning across cash flow, education planning, asset management, lending, life/health insurance, and family meetings.
• Act as the primary contact for client families and external advisors.
• Build and maintain long-term trusted relationships with client families.
• Lead internal preparation of prospect proposals and client review presentations.

Conocimientos

Client-facing advisory experience

Financial planning literacy

Excellent presentation skills

Relationship management

Educación

CFP®, CFA®, CIMA® preferred

Herramientas

Salesforce

Orion

Wealthscape

eMoney

MindManager

Descripción del empleo

Parcion Private Wealth is a nationally recognized multi-family office dedicated to partnering with business owners and their families through life-changing liquidity events and beyond. We serve ultra-high net worth founders, entrepreneurs, and first-generation wealth creators with complex financial lives, delivering integrated advice across investments, planning, and legacy considerations with discretion, rigor, and long-term perspective.

We are seeking an experienced Family Advisor to join our advisory team and work closely with ultra-high net worth business owners and multigenerational families. This role is designed for a sophisticated advisor who can operate as a trusted partner to clients, supporting them before, during, and after liquidity events, while collaborating with internal specialists and external professionals to deliver a seamless client experience.

The Family Advisor will play a key role in relationship management, business development, financial planning, and investment implementation, contributing to the firm's growth and reputation for excellence and legendary service.

Our ideal candidate is a highly motivated team player who exemplifies our firm's Core Values of Integrity, Dedication, Teamwork, Impact, and Opportunity. If you have a relentless desire to succeed and share our vision, we would love to hear from you.

Compensation:$90,000.00 – $185,000.00 base salary, plus annual bonus. Final offer is based on individual experience, qualifications, and designations.

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:

• Serves as project manager for assigned clients, driving implementation of recommendations across the four pillars of advanced planning: wealth enhancement, wealth transfer, wealth protection, and charitable giving.
• Delivers integrated planning across key service areas including cash flow planning, education planning, asset management, lending solutions, life insurance, health insurance, and family meetings.
• Acts as the primary point of contact for assigned client families, their family members, and their trusted external advisors.
• Builds and maintains strong, trusted relationships with assigned client families over the long term.
• Leads the internal preparation of all prospect proposals and client review presentations.
• Participates in all client review meetings, presenting and discussing advanced planning topics with clarity and confidence.
• Captures detailed notes and action items following meetings and calls, delegating tasks to the service team as needed.
• Prepares proprietary, individualized client reports and assists with cash flow modeling.
• Collaborates closely with the Senior Family Advisor and the full service team to ensure a seamless and exceptional client experience.
• Complies with all industry rules, regulations, and firm policies.

• Brings 2-5+ years of client-facing financial advisory experience at a broker dealer or RIA, with strong financial planning literacy preferred
• Holds Series 63, 65, and/or 66 licensure, or is able to obtain within 3 months of hire (sponsorship and a spot bonus provided upon passing)
• Applies working knowledge of advanced planning tools and techniques including donor advised funds, foundations, 529 accounts, purpose and non-purpose lending, life insurance, and property, casualty, and health insurance
• Demonstrates knowledge of fundamental estate planning and asset management tools and techniques
• Communicates complex financial concepts clearly and confidently to a variety of audiences, with excellent presentation skills
• Manages time effectively with strong follow-through and commitment to accuracy and quality
• Collaborates seamlessly with clients' external advisors including estate planning counsel, tax professionals, and insurance professionals
• Maintains acute attention to detail with a laser focus on client satisfaction
• Exhibits exceptionally high emotional intelligence, personal integrity, and accountability
• Approaches every challenge with enthusiasm, a can-do problem-solving attitude, and a collaborative, warm, and upbeat personality

Preferred Qualifications

(Nice to have, not required to apply)

• Holds a CFP®, CFA®, CIMA®, or other relevant professional designation, or is able to obtain one (sponsorship and a spot bonus provided upon passing)
• Brings experience advising privately held business owners and their families
• Holds a Life and Disability Insurance license
• Operates proficiently in Salesforce, Orion, Wealthscape, eMoney, and/or MindManager

• Competitive salary and incentive bonus structure

• Full benefits package including generous paid time off, health, dental, vision, life, disability, and 401(k)

• Benefits: Fully paid premiums for medical/dental/vision, short-term and long-term disability, and life insurance

• 401(k): 100% company match up to 3% of your annual pay

• Paid Time Off: Starting at 15 days per year, with PTO accrual program

• Career + Professional Development: training/certification/licensing/dues reimbursement, internal development planning, executive coaching and ongoing development programs

• Parking available

• Wellness reimbursement

• Regular team off-sites, events, including an annual team retreat

• Access to Parcion Family Office Network vendors and preferred pricing discounts

11980 NE 24th St, Suite 210

Bellevue, WA 98005

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.