Lead Wealth Management Consultant

2 weeks ago

Bellevue, Washington, United States Parcion Private Wealth LLC Full time


Parcion Private Wealth LLC is in search of an accomplished leader to drive our commitment to assisting clients in achieving their financial aspirations.

We are on the lookout for a seasoned Senior Wealth Management Consultant to become part of our team. The ideal candidate will be a highly driven collaborator who embodies our firm's Core Values.

This role presents a significant opportunity to contribute to the ongoing success of a rapidly expanding Registered Investment Advisor (RIA) and a specialized virtual family office.

At Parcion, our mission is to support wealth creators, entrepreneurs, innovators, and their families by guiding them through transformative liquidity events and enhancing their positive influence on their communities and the world.

If you possess an unwavering ambition to excel and align with our vision, we invite you to consider this opportunity.

Key Responsibilities:
Act as the primary relationship manager for designated clients, facilitating the execution of strategies across four key areas of advanced planning: Wealth Enhancement, Wealth Transfer, Wealth Protection, and Charitable Giving.
Collaborate closely with the Advanced Planning Team and Client Service Team to ensure exceptional client experiences.
Serve as the main point of contact for clients and their trusted advisors.
Oversee the development of proposals for prospects and presentations for client reviews.
Engage in all client review meetings, presenting and discussing cash flow models and advanced planning topics.
Utilize CRM tools to document notes and directives for the team post-meetings and calls; delegate tasks as necessary.
Support the Advanced Planning Team with cash flow modeling for clients.
Continuously foster strong relationships with assigned client families.
Adhere to all industry regulations and firm policies.
Be a collaborative team member.
A Bachelor's degree is required.
Possess strong financial planning acumen and a minimum of 5 years of experience in a client-facing advisory role within a broker-dealer or RIA.
Hold a Series 65 or equivalent certification.
Possess relevant designations such as CERTIFIED FINANCIAL PLANNER, CFA, or CIMA.
Experience with advanced planning strategies, including donor-advised funds, foundations, 529 plans, and various insurance products.
Familiarity with essential estate planning tools and techniques.
Experience in delivering fundamental asset management strategies.
Exhibit excellent communication and presentation skills, with the ability to convey complex concepts to diverse audiences.
Demonstrate strong time management skills and follow-through.

Ability to collaborate effectively with clients' external advisors, including estate planning attorneys, tax professionals, and insurance experts.

Exhibit acute attention to detail, a commitment to quality, and a focus on client satisfaction.
Possess high emotional intelligence, personal integrity, and accountability.
Show enthusiasm and a willingness to learn.
Maintain a proactive, problem-solving attitude and a friendly, collaborative demeanor.

Preferred Qualifications:
Experience advising privately held business owners and families.
Life and Disability Insurance licenses are a plus.
Familiarity with software such as Salesforce, Orion, Wealthscape, EMoney, and/or MindManager.

Additional Information, Benefits, and Perks:
This is a full-time position with exempt status.
We offer a competitive salary along with an incentive bonus structure.
A comprehensive benefits package is available, including generous paid time off, health, dental, vision, life, disability, and 401(k) plans.

Benefits:
Fully covered premiums for medical, dental, and vision insurance, as well as short-term and long-term disability and life insurance.
401(k) plan with a 100% company match up to 3% of your annual salary.

Paid Time Off:
Starting at 21 days annually, with a PTO accrual program.

Career and Professional Development:
We provide training, certification, licensing, and dues reimbursement, along with internal development planning, executive coaching, and ongoing professional development programs.
Parking is available.
Wellness reimbursement programs are offered.
Regular team events, including an annual retreat, are part of our culture.
Access to the Parcion Family Office Network vendors and preferred pricing discounts is available.
Salary range is competitive and reflects the experience and qualifications of each candidate.

We evaluate each candidate individually based on their qualifications and experience, offering compensation that reflects their value to our team.

Our commitment to equal employment opportunities ensures that all employees and applicants are treated fairly without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, or genetics.

Parcion Private Wealth LLC adheres to all applicable laws regarding nondiscrimination in employment across all locations.

This policy encompasses all aspects of employment, including recruitment, hiring, placement, promotion, termination, and training.

We strictly prohibit 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.

Interference with the ability of Parcion Private Wealth LLC employees to perform their job duties may result in disciplinary action.

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