- Serve as a project 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. These include:
- Wealth Enhancement
- Cash Flow Planning
- Education Planning
- Asset Management
- Lending Solutions
- Life Insurance
- Family Meetings
- Health Insurance
- Work closely with Sr. Family Advisor and Service Team to ensure excellent level of service
- Be main point of contact for clients and their trusted advisors
- Internally lead the preparation of all prospect proposals and client review presentations
- Participate in all client review meetings and present/discuss advanced planning topics
- Take detailed notes and instructions for the team following meetings and calls; delegate tasks, when needed
- Prepare proprietary reports for clients on an individualized basis
- Assist Financial Planning Department with cash flow modeling for clients
- Build strong relationships with assigned client families
- Comply with all industry rules and regulations along with Firm policies
- Strong financial planning literacy and 3-5 years of experience in a client-facing financial advisory role at a broker dealer or RIA
- Series 63, 65, and/or 66
- Experience with various advanced planning tools and techniques including: donor advised funds, foundations, 529 accounts, purpose and non-purpose lending solutions, life insurance, property and casualty insurance, health insurance
- Knowledge on fundamental estate planning tools and techniques
- Knowledge on 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
- Experience providing advice or guidance to privately held business owners/families
- CERTIFIED FINANCIAL PLANNERTM, CFA, CIMA or other relevant designation strongly preferred
- Life and Disability Insurance license
- Prior experience with Salesforce, Orion, Wealthscape, EMoney, and/or MindManager software
- 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
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Financial Advisor - Bellevue, United States - Parcion Private Wealth
Description
Job Description
Job DescriptionParcion Private Wealth is looking for a dynamic teammate to help our firm execute on its promise to help clients reach their goals and aspirations. We are seeking an experienced Family Advisor to join our firm. Our ideal candidate is a highly motivated team player that exemplifies our firm's Core Values of Integrity, Dedication, Teamwork, Impact, and Opportunity. This is your chance to play a critical role in the future success of a fast-growing Registered Investment Advisor (RIA) and boutique virtual family office.
We partner with business owners and their families to unlock the true potential of their wealth. We show them how to take care of the people they love for generations and help them get clear, thinking bigger about what's next, keeping more of what they've built for themselves, their family and the causes they care about.
If you have a relentless, burning desire to succeed and share our vision, we would love to hear from you
Responsibilities:
Requirements
Required Qualifications:
Preferred Qualifications:
Benefits
Additional Details, Benefits, and Perks:
Salary Range $88,000-$150,000
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.
