Financial Advisor, Family Advisor

Parcion Private Wealth

Family Advisor at Parcion Private Wealth managing financial planning and investment implementation for ultra-high net worth clients and their families.

Posted 6/24/2026full-timeBellevue • Washington • 🇺🇸 United StatesMid-LevelSenior💰 $88,000 - $150,000 per yearWebsite

About the role

Key responsibilities & impact

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

What you’ll need

Brings 3–5+ years of experience in a client-facing financial advisory role at a broker dealer or RIA, with strong financial planning literacy.
Holds Series 63, 65, and/or 66 licensure.
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
Holds a CFP®, CFA®, CIMA®, or other relevant professional designation.
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.

Benefits

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial planningcash flow planningasset managementestate planningadvanced planning toolsdonor advised fundslife insurancehealth insuranceproperty insurancelending solutions

Soft Skills

communicationpresentation skillstime managementattention to detailemotional intelligenceintegrityaccountabilityproblem-solvingcollaborationclient satisfaction

Certifications

Series 63Series 65Series 66CFP®CFA®CIMA®Life and Disability Insurance license