Financial Advisor (Family Advisor)

Job overview

The Financial Advisor (Family Advisor) role is based onsite in Bellevue, WA, with hybrid arrangements potentially available after an initial onboarding period, typically six months, or with management approval. Base salary is $88,000 to $150,000 per year, plus an annual bonus. Parcion Private Wealth serves ultra-high-net-worth founders, entrepreneurs, and multigenerational families with integrated financial advice. The advisor manages client relationships and coordinates planning recommendations across wealth enhancement, transfer, protection, and charitable giving. By working with clients, internal specialists, and external professionals, the role supports implementation, business development, and a consistent client experience.

What you'll do

• Manage assigned client relationships and implementation of advanced planning recommendations
• deliver integrated planning across cash flow, education, asset management, lending, insurance, and family meetings
• serve as primary contact for client families and external advisors
• prepare proposals, review presentations, individualized reports, and cash flow models
• capture meeting notes and action items
• collaborate with the Senior Family Advisor and service team
• comply with industry rules and firm policies.

What we're looking for

Skills & competencies

financial advisor

family advisor

private wealth

financial planning

ultra-high-net-worth clients

client relationship management

investment implementation

bellevue wa

parcion private wealth

$88k-$150k base

annual bonus

hybrid option after onboarding

Work arrangement

• Weekend coverage required

Benefits & perks

• Full benefits package including paid time off, medical, dental, vision, life and disability insurance, and 401(k) with a 100% company match up to 3% of annual pay.
• Also includes professional development reimbursement, wellness reimbursement, parking, team events, and preferred vendor pricing.

Why this role

Hybrid arrangements may be available after onboarding or with management approval; Series 63, 65, and/or 66 licensure required or obtainable within three months of hire.

About the employer

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