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
Requirements
Bachelor's degree
7+ years in a client-facing advisory role at an RIA, multi-family office, private bank, or broker dealer, with experience leading client relationships
A track record serving UHNW clients, business owners, or founders, ideally through liquidity events
Proven business development results and an established or growing COI network
Deep knowledge of estate, tax, insurance, lending, and charitable planning (DAFs, foundations, 529s)
Series 65 or 66
CFP® strongly preferred (CFA®, CPWA®, CEPA®, or similar also considered)
eMoney or similar planning software. Salesforce, Orion, and Wealthscape preferred
Strong communication and presentation skills
High emotional intelligence, integrity, and accountability
Flexibility for after-hours networking and client events
Life and Disability Insurance license a plus
Benefits
Annual performance bonus based on individual KPIs
Uncapped net new asset bonus
Incentive pay for…