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.
Requirements
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…