Senior Family Advisor (Senior Financial Advisor)

Job overview

The Senior Family Advisor (Senior Financial Advisor) role is hybrid in Bellevue, WA, with hybrid arrangements available after an initial onboarding period, typically six months, and management approval. Base salary is $185,000–$250,000 per year, plus potential bonuses and incentive pay. Parcion Private Wealth provides integrated investment, planning, and legacy advice to ultra-high-net-worth families and business owners. The advisor leads client relationships and the full client experience, delivering comprehensive planning while coordinating with clients’ professional advisors. The role also develops new relationships, builds a specialty and referral network, and mentors other advisors to support firm growth.

What you'll do

• Serve as lead advisor and primary contact for client families
• lead client meetings and explain portfolio approach and performance
• deliver comprehensive wealth plans and cash flow models
• coordinate with attorneys, CPAs, and insurance professionals
• develop centers of influence and new client relationships
• host events and develop a niche specialty
• mentor advisors and participate in firm initiatives.

What we're looking for

Skills & competencies

senior family advisor

senior financial advisor

wealth management

ultra-high-net-worth clients

financial planning

estate planning

business development

series 65 or 66

bellevue wa

hybrid

$185k–$250k base salary

parcion private wealth

Work arrangement

• Weekend coverage required

Benefits & perks

• Annual performance and asset-growth bonuses
• incentive pay for new client relationships
• paid medical, dental, vision, disability, and life insurance premiums
• 401(k) match up to 3%
• 15+ days PTO
• training and certification reimbursement
• coaching and development
• wellness reimbursement
• parking
• team events and annual retreat.

Why this role

Requires a bachelor's degree, 7+ years in a client-facing advisory role, Series 65 or 66, and experience serving UHNW clients. CFP is strongly preferred. Core business hours are Monday–Friday, 8:00 AM–4:00 PM; flexibility for after-hours networking and client events is required.

About the employer

Parcion Private Wealth is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.