Senior Family Advisor (Senior Financial Advisor)

Parcion Private Wealth is a nationally recognized multi-family office and RIA based in Bellevue, WA. We partner with ultra-high-net-worth business owners, entrepreneurs, and first-generation wealth creators before, during, and after life-changing liquidity events. We give integrated advice across investments, planning, and legacy, with discretion and a long-term view.

The Role

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.

Compensation

$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.