Senior Family Advisor (Senior Financial Advisor)

Parcion Private Wealth is a nationally recognized multi-family office and RIA based in Bellevue, WA. We partner with ultra-high-net-worth business owners, entrepreneurs, and first-generation wealth creators before, during, and after life-changing liquidity events. We give integrated advice across investments, planning, and legacy, with discretion and a long-term view.

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