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Senior Financial Advisor
Parcion Private Wealth | Bellevue | www.resume-library.com |
Parcion Private Wealth is looking for a dynamic leader to help our firm execute on its promise to help clients reach their goals and aspirations. We are seeking an experienced Senior Family Wealth Advisor to join our firm. Our ideal candidate is a highly motivated team player that exemplifies our firm’s Core Values.
This is your opportunity to play a critical role in the future success of a fast-growing Registered Investment Advisor (RIA) and boutique virtual family office.
Our mission at Parcion is to champion wealth creators, entrepreneurs, innovators, and their families by guiding them through life-changing liquidity events and helping to maximize the positive impact they have on their communities and the world.
If you have a relentless, burning desire to succeed, and share our vision, then we would love to hear from you!
Responsibilities:
Serve as a relationship 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
Work closely with Advanced Planning Team and Client Service Team to ensure excellent client service
Act as primary point of contact for clients and their other trusted advisors
Lead the preparation of assigned prospect proposals and client review presentations
Participate in all client review meetings and present/discuss cash flow models and advanced planning topics
Utilize CRM to capture notes and instructions for the team following meetings and calls; delegate tasks, as needed
Assist Advanced Planning Team with cash flow modeling for clients
Continually build strong relationships with assigned client families
Comply with all industry rules and regulations along with firm policies
Be a team player
Requirements
Bachelor's degree
Strong financial planning literacy and 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 including: donor advised funds, foundations, 529 accounts, purpose and non-purpose lending solutions, life insurance, property and casualty insurance, health insurance
Knowledge of fundamental estate planning tools and techniques
Experience delivering fundamental asset management tools and techniques
Excellent communication and presentation skills, and the ability to articulate complex ideas to a variety of audiences
Excellent time management skills and follow-through
The ability to work closely with our clients’ team of external advisors, including their estate planning counsel, personal/business tax professional, insurance professionals, etc.
Acute attention to detail and accuracy, commitment to quality, and laser focus on client satisfaction
Exceptionally high emotional intelligence, personal integrity, and accountability
Enthusiasm and aptitude for learning
A can-do, problem-solving attitude and a collaborative, warm and upbeat personality
Preferred Qualifications:
Experience providing advice or guidance to privately held business owners/families
Life and Disability Insurance license
Experience with Salesforce, Orion, Wealthscape, EMoney, and/or MindManager software
Benefits
Additional Details, Benefits, and Perks:
Full-time position / exempt status
Competitive salary and incentive bonus structure
Full benefits package including generous paid time off, health, dental, vision, life, disability, and 401(k)
Benefits: Fully paid premiums for medical/dental/vision, short-term and long-term disability, and life insurance
401(k): 100% company match up to 3% of your annual pay
Paid Time Off: Starting at 21 days per year, with PTO accrual program.
Career + Professional Development: training/certification/licensing/dues reimbursement, internal development planning, executive coaching and ongoing development programs.
Parking available
Wellness reimbursement
Regular team off-sites, events, including an annual team retreat
Access to Parcion Family Office Network vendors and preferred pricing discounts
Salary Range $185,000-$250,000
In terms of salary expectations, we assess each candidate individually based on their experience and qualifications and offer competitive compensation that reflects the value they bring to the team. Base salary typically is within the range posted, plus an annual bonus and a generous benefits package, but it can be higher for candidates with additional experience and/or designations.
11980 NE 24th St, Suite 210
Bellevue, WA 98005
Parcion Private Wealth provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, or genetics. In addition to federal law requirements, Parcion Private Wealth complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has offices.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
Parcion Private Wealth expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Parcion Private Wealth’s employees to perform their job duties may result in discipline up to and including discharge.
This is your opportunity to play a critical role in the future success of a fast-growing Registered Investment Advisor (RIA) and boutique virtual family office.
Our mission at Parcion is to champion wealth creators, entrepreneurs, innovators, and their families by guiding them through life-changing liquidity events and helping to maximize the positive impact they have on their communities and the world.
If you have a relentless, burning desire to succeed, and share our vision, then we would love to hear from you!
Responsibilities:
Serve as a relationship 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
Work closely with Advanced Planning Team and Client Service Team to ensure excellent client service
Act as primary point of contact for clients and their other trusted advisors
Lead the preparation of assigned prospect proposals and client review presentations
Participate in all client review meetings and present/discuss cash flow models and advanced planning topics
Utilize CRM to capture notes and instructions for the team following meetings and calls; delegate tasks, as needed
Assist Advanced Planning Team with cash flow modeling for clients
Continually build strong relationships with assigned client families
Comply with all industry rules and regulations along with firm policies
Be a team player
Requirements
Bachelor's degree
Strong financial planning literacy and 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 including: donor advised funds, foundations, 529 accounts, purpose and non-purpose lending solutions, life insurance, property and casualty insurance, health insurance
Knowledge of fundamental estate planning tools and techniques
Experience delivering fundamental asset management tools and techniques
Excellent communication and presentation skills, and the ability to articulate complex ideas to a variety of audiences
Excellent time management skills and follow-through
The ability to work closely with our clients’ team of external advisors, including their estate planning counsel, personal/business tax professional, insurance professionals, etc.
Acute attention to detail and accuracy, commitment to quality, and laser focus on client satisfaction
Exceptionally high emotional intelligence, personal integrity, and accountability
Enthusiasm and aptitude for learning
A can-do, problem-solving attitude and a collaborative, warm and upbeat personality
Preferred Qualifications:
Experience providing advice or guidance to privately held business owners/families
Life and Disability Insurance license
Experience with Salesforce, Orion, Wealthscape, EMoney, and/or MindManager software
Benefits
Additional Details, Benefits, and Perks:
Full-time position / exempt status
Competitive salary and incentive bonus structure
Full benefits package including generous paid time off, health, dental, vision, life, disability, and 401(k)
Benefits: Fully paid premiums for medical/dental/vision, short-term and long-term disability, and life insurance
401(k): 100% company match up to 3% of your annual pay
Paid Time Off: Starting at 21 days per year, with PTO accrual program.
Career + Professional Development: training/certification/licensing/dues reimbursement, internal development planning, executive coaching and ongoing development programs.
Parking available
Wellness reimbursement
Regular team off-sites, events, including an annual team retreat
Access to Parcion Family Office Network vendors and preferred pricing discounts
Salary Range $185,000-$250,000
In terms of salary expectations, we assess each candidate individually based on their experience and qualifications and offer competitive compensation that reflects the value they bring to the team. Base salary typically is within the range posted, plus an annual bonus and a generous benefits package, but it can be higher for candidates with additional experience and/or designations.
11980 NE 24th St, Suite 210
Bellevue, WA 98005
Parcion Private Wealth provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, or genetics. In addition to federal law requirements, Parcion Private Wealth complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has offices.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
Parcion Private Wealth expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Parcion Private Wealth’s employees to perform their job duties may result in discipline up to and including discharge.
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