Financial Advisor (family 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 Family Advisor 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.

We partner with business owners and their families to unlock the true potential of their wealth. We show them how to take care of the people they love for generations and help them get clear, thinking bigger about what’s next, keeping more of what they’ve built for themselves, their family and the causes they care about.

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