Senior Family Advisor; Senior Financial Advisor

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.

$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.

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.

Full-Time | Exempt

This position includes, but is not limited to, the following responsibilities:

• 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

• 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

• 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

• 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

• 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

• Annual performance bonus based on individual KPIs
• Uncapped net new asset bonus
• Incentive pay for referring and closing new clients, paid quarterly over the first three years of billing
• Fully paid premiums for medical, dental, vision, short- and long-term disability, and life insurance
  401(k)…