Financial Advisor ( Family Advisor)

Family Advisor

Parcion Private Wealth is a nationally recognized multi-family office dedicated to partnering with business owners and their families through life-changing liquidity events and beyond. We serve ultra-high net worth founders, entrepreneurs, and first-generation wealth creators with complex financial lives, delivering integrated advice across investments, planning, and legacy considerations with discretion, rigor, and long-term perspective.

We are seeking an experienced Family Advisor to join our advisory team and work closely with ultra-high net worth business owners and multigenerational families. This role is designed for a sophisticated advisor who can operate as a trusted partner to clients, supporting them before, during, and after liquidity events while collaborating with internal specialists and external professionals to deliver a seamless client experience.

The Family Advisor will play a key role in relationship management, business development, financial planning, and investment implementation, contributing to the firm's growth and reputation for excellence and legendary service.

Our ideal candidate is a highly motivated team player who exemplifies our firm's Core Values of Integrity, Dedication, Teamwork, Impact, and Opportunity. If you have a relentless desire to succeed and share our vision, we would love to hear from you.

Compensation: $88,000 $150,000 base salary, plus annual bonus. Final offer is based on individual experience, qualifications, and designations.

Schedule: Core business hours are Monday Friday, 7:30 AM 4:00 PM. We are flexible and open to hybrid arrangements after an initial onboarding period (typically 6 months) or with management approval.

Position Type: Full-Time | Exempt

Responsibilities:

• 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.