Financial Advisor

Parcion Private Wealth is looking for a dynamic teammate to help our firm execute on its promise to help clients reach their goals and aspirations. We are seeking an experienced Financial Advisor (Relationship Manager) to join our firm. Our ideal candidate is a highly motivated team player that exemplifies our firm's Core Values of Integrity, Dedication, Teamwork, Impact, and Opportunity. This is your chance 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 help 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, we would love to hear from you!

Responsibilities:

• Serve as a project 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. These include:
  • Wealth Enhancement
  • Cash Flow Planning
  • Education Planning
  • Asset Management
  • Lending Solutions
  • Life Insurance
  • Family Meetings
  • Health Insurance

• Work closely with Sr. Family Advisor and Service Team to ensure excellent level of service
• Be main point of contact for clients and their trusted advisors
• Internally lead the preparation of all prospect proposals and client review presentations
• Participate in all client review meetings and present/discuss advanced planning topics
• Take detailed notes and instructions for the team following meetings and calls; delegate tasks, when needed
• Prepare proprietary reports for clients on an individualized basis
• Assist Financial Planning Department with cash flow modeling for clients
• Build strong relationships with assigned client families
• Comply with all industry rules and regulations along with Firm policies

Requirements

Required Qualifications:

• Strong financial planning literacy and 3-5 years of experience in a client-facing financial advisory role at a broker dealer or RIA
• Series 63, 65, and/or 66
• Experience with various advanced planning tools and techniques including: donor advised funds, foundations, 529 accounts, purpose and non-purpose lending solutions, life insurance, property and casualty insurance, health insurance
• Knowledge on fundamental estate planning tools and techniques
• Knowledge on fundamental asset management tools and techniques
• Excellent communication and presentation skills, and the ability to articulate complex ideas to a variety of audiences
• Excellent time management skills and follow-through
• The ability to work closely with our clients' team of external advisors, including their estate planning counsel, personal/business tax professional, insurance professionals, etc.
• Acute attention to detail and accuracy, commitment to quality, and laser focus on client satisfaction
• Exceptionally high emotional intelligence, personal integrity, and accountability
• Enthusiasm and aptitude for learning
• A can-do, problem-solving attitude and a collaborative, warm and upbeat personality

Preferred Qualifications:

• Experience providing advice or guidance to privately held business owners/families
• CERTIFIED FINANCIAL PLANNER, CFA, CIMA or other relevant designation strongly preferred
• Life and Disability Insurance license
• Prior experience with Salesforce, Orion, Wealthscape, EMoney, and/or MindManager software

Benefits

Additional Details, Benefits, and Perks:

• Full-time position / exempt status
• Competitive salary and incentive bonus structure
• Full benefits package including health, dental, vision, life, disability, and 401(k)
• Regular team offsites, including annual team retreat
• Access to multiple exclusive industry and non-industry related events throughout the year
• Access to Parcion Family Office Network vendors and preferred pricing discounts

About Parcion Private Wealth:

We 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. Since no two clients are the same, we deliver a personalized experience and custom investment policy for each family that we serve.

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.

Qualification

Bachelor's Degree