Financial Advisor (Family Advisor)

Job description

Parcion Private Wealth is a nationally recognized multi-family office dedicated to partnering 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. We are seeking an experienced Family Advisor to join our advisory team and work closely with ultra-high net worth business owners and multigenerational families. This role is designed for a sophisticated advisor who can operate as a trusted partner to clients, supporting them before, during, and after liquidity events — while collaborating with internal specialists and external professionals to deliver a seamless client experience. The Family Advisor will play a key role in relationship management, business development, financial planning, and investment implementation, contributing to the firm's growth and reputation for excellence and legendary service. Our ideal candidate is a highly motivated team player who exemplifies our firm's Core Values...