Senior Financial Advisor

Senior Family Wealth Advisor

Parcion Private Wealth is looking for a dynamic leader to help our firm execute on its promise to help clients reach their goals and aspirations. We are seeking an experienced Senior Family Wealth Advisor to join our firm. Our ideal candidate is a highly motivated team player that exemplifies our firm's Core Values. This is your opportunity to play a critical role in the future success of a fast-growing Registered Investment Advisor (RIA) and boutique virtual family office.

Our mission at Parcion is to champion wealth creators, entrepreneurs, innovators, and their families by guiding them through life-changing liquidity events and helping to maximize the positive impact they have on their communities and the world. If you have a relentless, burning desire to succeed, and share our vision, then we would love to hear from you!

Responsibilities :

• Serve as a relationship manager for assigned clients, driving the implementation of recommendations in the four main areas of advanced planning : Wealth Enhancement, Wealth Transfer, Wealth Protection and Charitable Giving
• Work closely with Advanced Planning Team and Client Service Team to ensure excellent client service
• Act as primary point of contact for clients and their other trusted advisors
• Lead the preparation of assigned prospect proposals and client review presentations
• Participate in all client review meetings and present / discuss cash flow models and advanced planning topics
• Utilize CRM to capture notes and instructions for the team following meetings and calls; delegate tasks, as needed
• Assist Advanced Planning Team with cash flow modeling for clients
• Continually build strong relationships with assigned client families
• Comply with all industry rules and regulations along with firm policies
• Be a team player