Senior Financial Advisor

Job Description

Job Description

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

Requirements

Preferred Qualifications :

Benefits

Additional Details, Benefits, and Perks :

Salary Range $185,000-$250,000

In terms of salary expectations, we assess each candidate individually based on their experience and qualifications and offer competitive compensation that reflects the value they bring to the team. Base salary typically is within the range posted, plus an annual bonus and a generous benefits package, but it can be higher for candidates with additional experience and / or designations.

11980 NE 24th St, Suite 210

Bellevue, WA 98005

www.parcionpw.com

Parcion Private Wealth provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, or genetics. In addition to federal law requirements, Parcion Private Wealth complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has offices. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

Parcion Private Wealth expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Parcion Private Wealth’s employees to perform their job duties may result in discipline up to and including discharge.