Senior Financial Advisor
Parcion Private WealthBellevue, Washington, United States • New York, New York, United States
Posted June 27, 2024
185000 - 250000 USD year
Full Time
About the Company
Based in Bellevue, WA, and led by nationally ranked financial advisor Terry Cook, CFP® CIMA®, Parcion Private Wealth (Parcion) is an independent wealth management firm servicing high-net-worth business owners, entrepreneurs, and first-generation wealth creators and their families. With a distinctive family-office approach, Parcion partners with families to unlock the true potential of their wealth. Parcion is committed to supporting them in taking care of the people they love for generations and helping them think bigger about what's next, keeping more of what they've built for themselves, their families, and the causes they care about. The Parcion team has years of experience assisting business owners through a sale or transition, advocating for the client's best interests. Parcion provides holistic wealth management solutions that encompass all aspects of each family's lives, from cash flow optimization and tax mitigation, to estate planning and succession, and beyond. The firm offers entrepreneurs and business owners a single touchpoint for both their financial and non-financial lives, by streamlining and simplifying advice and solutions across its offerings, including investment management, wealth enhancement, wealth transfer, wealth protection, charitable giving, and lifestyle and family support services.
Job Description
Parcion Private Wealth is seeking a dynamic Senior Family Wealth Advisor to help clients reach their goals. The ideal candidate will be a team player with a strong understanding of financial planning and wealth management. This role offers the opportunity to grow within a rapidly expanding, boutique virtual family office and will be crucial to the firm’s success.
Requirements
- Bachelor's degree
- 5+ years of experience in a client-facing financial advisory role at a broker dealer or RIA
- Series 65 or equivalent
- CERTIFIED FINANCIAL PLANNER™, CFA®, CIMA® or other relevant designation
- Experience with advanced planning techniques (donor advised funds, foundations, 529 accounts, life insurance, property and casualty insurance, health insurance)
- Knowledge of fundamental estate planning tools and techniques
- Excellent communication and presentation skills
- Excellent time management skills
- Ability to work closely with external advisors
- Acute attention to detail and accuracy
- Exceptional emotional intelligence
- Enthusiasm and aptitude for learning
Benefits
- Competitive salary and incentive bonus structure
- Full benefits package including medical, dental, vision, life, disability, and 401(k)
- Wellness reimbursement
- Parking available
- Wellness reimbursement
- Full paid premiums for medical/dental/vision, short-term and long-term disability, and life insurance
- 401(k): 100% company match
- Career development opportunities
