Senior Financial Advisor (Senior Family Advisor)

At Parcion, we partner with business owners and their families through life-changing liquidity events and beyond. We serve ultra-high net worth founders, entrepreneurs and first-generation wealth creators with complex financial lives, delivering integrated advice across investments, planning, and legacy considerations with discretion, rigor, and long-term perspective.

Requirements

• Serve as a relationship manager for assigned clients
• Work closely with Advanced Planning Team and Client Service Team
• Act as primary point of contact, lead advisor for clients
• Lead the preparation and delivery of assigned prospect proposals and client review presentations
• Manage and strengthen relationships within existing client base, and develop and build new business
• Comply with all industry rules and regulations along with firm policies

Benefits

• 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 15 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