Wealth Management Consultant

2 weeks ago

Bellevue Washington, United States Parcion Private Wealth Full time

Parcion Private Wealth is in search of a proactive and skilled professional to join our team and assist in fulfilling our commitment to guide clients in achieving their financial objectives.

We are on the lookout for a seasoned Family Wealth Consultant to enhance our firm. Our ideal candidate is a driven collaborator who embodies our firm's Core Values: Integrity, Dedication, Teamwork, Impact, and Opportunity.

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

We collaborate with entrepreneurs and their families to realize the full potential of their financial resources. Our mission is to help them safeguard their loved ones for generations, encouraging them to think expansively about their future while preserving their wealth for themselves, their families, and the causes they cherish.

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


Key Responsibilities:
  • Act as a project leader for designated clients, facilitating the execution of strategies in four primary domains of advanced planning: wealth enhancement, wealth transfer, wealth protection, and philanthropic giving.

These domains encompass:
  • Wealth Enhancement
  • Cash Flow Management
  • Educational Funding
  • Asset Oversight
  • Lending Solutions
  • Life Insurance Strategies
  • Family Consultations
  • Health Insurance Solutions

Collaborate closely with Senior Family Advisors and the Service Team to ensure a superior level of client service.

Serve as the primary liaison for clients and their trusted advisors.

Internally lead the preparation of all client proposals and review presentations.

Engage in all client review meetings, presenting and discussing advanced planning topics.

Document detailed notes and directives for the team following meetings and calls; delegate tasks as necessary.

Generate customized reports for clients on an individual basis.

Support the Financial Planning Department with cash flow modeling for clients.

Foster strong relationships with assigned client families.

Adhere to all industry regulations and firm policies.


Qualifications:
  • Strong financial planning acumen with 3-5 years of experience in a client-facing advisory role at a broker-dealer or RIA.
  • Possession of Series 63, 65, and/or 66 licenses.
  • Experience with various advanced planning tools and techniques, including donor-advised funds, foundations, 529 plans, purpose and non-purpose lending solutions, life insurance, and property and casualty insurance.
  • Knowledge of fundamental estate planning tools and techniques.
  • Understanding of essential asset management tools and techniques.
  • Exceptional communication and presentation skills, with the ability to convey complex concepts to diverse audiences.
  • Strong time management skills and commitment to follow-through.
  • Aptitude for collaborating closely with clients' external advisors, including estate planning attorneys, tax professionals, and insurance experts.
  • Meticulous attention to detail and accuracy, with a commitment to quality and a focus on client satisfaction.
  • High emotional intelligence, personal integrity, and accountability.
  • Enthusiasm for learning and a proactive, problem-solving attitude, complemented by a collaborative and positive demeanor.

Preferred Qualifications:
  • Experience advising privately held business owners and families.
  • CERTIFIED FINANCIAL PLANNERTM, CFA, CIMA, or other relevant designations are strongly preferred.
  • Life and Disability Insurance licenses.
  • Prior experience with Salesforce, Orion, Wealthscape, EMoney, and/or MindManager software.

Benefits:
  • Full-time position with exempt status.
  • Competitive salary and incentive bonus structure.
  • Comprehensive benefits package, including generous paid time off, health, dental, vision, life, disability, and 401(k).
  • Fully covered premiums for medical, dental, vision, short-term and long-term disability, and life insurance.
  • 401(k) with 100% company match up to 3% of annual pay.
  • Starting at 21 days of paid time off per year, with a PTO accrual program.
  • Career and professional development opportunities, including training, certification, licensing reimbursement, internal development planning, executive coaching, and ongoing development programs.
  • Wellness reimbursement and regular team events.
  • Access to Parcion Family Office Network vendors and preferred pricing discounts.

Parcion Private Wealth is committed to providing equal employment opportunities to all employees and applicants without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, or genetics.

This policy applies to all aspects of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

Parcion Private Wealth strictly 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 disciplinary action up to and including termination.

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