Senior Financial Advisor

5 days ago

Bellevue, Washington, United States Parcion Private Wealth Full time
About the Role

Parcion Private Wealth is seeking a highly skilled and experienced Senior Financial Advisor to join our team. As a key member of our organization, you will play a critical role in helping our clients achieve their financial goals and aspirations.

Key Responsibilities
  • Develop and implement comprehensive financial plans for assigned clients, focusing on wealth enhancement, transfer, protection, and charitable giving.
  • Collaborate with our Advanced Planning Team and Client Service Team to ensure exceptional client service and satisfaction.
  • Serve as the primary point of contact for clients and their trusted advisors, providing expert guidance and support.
  • Lead the preparation of prospect proposals and client review presentations, utilizing advanced planning techniques and tools.
  • Participate in client review meetings, presenting cash flow models and discussing advanced planning topics.
  • Utilize our CRM system to capture notes and instructions, delegate tasks as needed, and ensure seamless communication with the team.
  • Assist the Advanced Planning Team with cash flow modeling for clients and continually build strong relationships with assigned client families.
  • Comply with industry regulations and firm policies, maintaining the highest level of professionalism and integrity.
Requirements
  • Bachelor's degree in a relevant field.
  • Strong financial planning literacy and at least 5 years of experience in a client-facing financial advisory role at a broker-dealer or RIA.
  • Series 65 or equivalent certification.
  • CERTIFIED FINANCIAL PLANNERTM, 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, and health insurance.
  • Knowledge of fundamental estate planning tools and techniques.
  • Experience delivering fundamental asset management tools and techniques.
  • Excellent communication and presentation skills, with the ability to articulate complex ideas to various audiences.
  • Excellent time management skills and follow-through.
  • The ability to work closely with clients' external advisors, including estate planning counsel, personal/business tax professionals, 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
  • Full-time position with 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.

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