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Esta es su oportunidad de desempeñar un papel fundamental en el éxito futuro de un Asesor de Inversiones Registrado (RIA) de rápido crecimiento y una oficina familiar virtual boutique.\r\nNuestra misión en Parcion es apoyar a creadores de riqueza, emprendedores, innovadores y sus familias, guiándolos durante eventos de liquidez que transforman sus vidas y ayudándolos a maximizar el impacto positivo que tienen en sus comunidades y en el mundo. ¡Si tiene un deseo inquebrantable y ardiente de triunfar y comparte nuestra visión, nos encantaría saber de usted!\r\nResponsabilidades: \r\n Actuar como gestor de relaciones para los clientes asignados, impulsando la implementación de recomendaciones en las cuatro áreas principales de planificación avanzada: Incremento del Patrimonio, Transferencia del Patrimonio, Protección del Patrimonio y Donaciones Benéficas\r\n Trabajar estrechamente con el equipo de Planificación Avanzada y el equipo de Atención al Cliente para garantizar un excelente servicio\r\n Actuar como punto de contacto principal para los clientes y sus otros asesores de confianza\r\n Liderar la preparación de propuestas para prospectos asignados y presentaciones de revisión para clientes\r\n Participar en todas las reuniones de revisión con clientes y presentar/discutir modelos de flujo de efectivo y temas de planificación avanzada\r\n Utilizar el CRM para registrar notas e instrucciones para el equipo tras reuniones y llamadas; delegar tareas según sea necesario\r\n Ayudar al equipo de Planificación Avanzada con la elaboración de modelos de flujo de efectivo para clientes\r\n Fortalecer continuamente relaciones sólidas con las familias de clientes asignadas\r\n Cumplir con todas las normas y regulaciones del sector, así como con las políticas de la empresa\r\n Ser un jugador de equipo\r\n Requisitos\r\n Título universitario\r\n Conocimientos sólidos en planificación financiera y 5 o más años de experiencia en un puesto de asesoría financiera con clientes en una correduría o RIA\r\n Serie 65 o equivalente\r\n CERTIFIED FINANCIAL PLANNER™, CFA®, CIMA® u otra designación relevante\r\n Experiencia con técnicas de planificación avanzada, incluyendo: fondos asesorados por donantes, fundaciones, cuentas 529, soluciones de crédito con propósito y sin propósito, seguros de vida, seguros de propiedad y responsabilidad civil, seguros de salud\r\n Conocimiento de herramientas y técnicas fundamentales de planificación patrimonial\r\n Experiencia en la aplicación de herramientas y técnicas fundamentales de gestión de activos\r\n Excelentes habilidades de comunicación y presentación, y capacidad para explicar ideas complejas a diversos públicos\r\n Excelentes habilidades de gestión del tiempo y seguimiento\r\n Capacidad para trabajar estrechamente con los equipos externos de asesores de nuestros clientes, incluyendo sus asesores en planificación patrimonial, profesionales fiscales personales/empresariales, profesionales de seguros, etc.\r\n Atención extrema al detalle y precisión, compromiso con la calidad y enfoque riguroso en la satisfacción del cliente\r\n Inteligencia emocional excepcionalmente alta, integridad personal y responsabilidad\r\n Entusiasmo y aptitud para el aprendizaje\r\n Actitud proactiva, orientada a la resolución de problemas, y personalidad colaboradora, cálida y optimista\r\n \r\nCualificaciones deseables:\r\n Experiencia brindando asesoramiento o orientación a propietarios/familias de empresas privadas\r\n Licencia de seguro de vida y discapacidad\r\n Experiencia con software Salesforce, Orion, Wealthscape, EMoney y/o MindManager\r\n Beneficios\r\nDetalles adicionales, beneficios y ventajas:\r\n Puesto de tiempo completo / estatus exento\r\n Estructura salarial competitiva y bonificación por incentivos\r\n Paquete completo de beneficios que incluye tiempo libre remunerado generoso, salud, dental, visión, seguro de vida, discapacidad y 401(k)\r\n Beneficios: primas completamente pagadas para seguro médico/dental/visión, discapacidad a corto y largo plazo, y seguro de vida\r\n 401(k): coincidencia total de la empresa hasta el 3 % de su salario anual\r\n Tiempo libre remunerado: comienza en 15 días por año, con programa de acumulación de PTO\r\n Desarrollo profesional y de carrera: reembolso de capacitación/certificaciones/licencias/cuotas, planificación interna de desarrollo, coaching ejecutivo y programas continuos de desarrollo\r\n Estacionamiento disponible\r\n Reembolso por bienestar\r\n Salidas regulares del equipo, eventos, incluyendo una reunión anual del equipo\r\n Acceso a proveedores de la red Parcion Family Office y descuentos preferenciales\r\n \r\nRango salarial $185,000-$250,000\r\nEn cuanto a las expectativas salariales, evaluamos a cada candidato individualmente según su experiencia y calificaciones, ofreciendo una compensación competitiva que refleje el valor que aportan al equipo. El salario base generalmente se encuentra dentro del rango publicado, más una bonificación anual y un paquete generoso de beneficios, aunque puede ser más alto para candidatos con experiencia adicional y/o designaciones. \r\n11980 NE 24th St, Suite 210 \r\nBellevue, WA 98005\r\nwww.parcionpw.com\r\nParcion Private Wealth ofrece oportunidades de empleo equitativas a todos los empleados y solicitantes sin distinción de raza, color, religión, género, orientación sexual, origen nacional, edad, discapacidad o genética. Además de los requisitos de la ley federal, Parcion Private Wealth cumple con las leyes estatales y locales aplicables sobre no discriminación en el empleo en todos los lugares donde la empresa tiene oficinas. 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Estamos buscando un Asesor Familiar con experiencia para unirse a nuestra empresa. Nuestro candidato ideal es un jugador de equipo altamente motivado que ejemplifique los Valores Fundamentales de nuestra empresa: Integridad, Dedicación, Trabajo en Equipo, Impacto y Oportunidad. Esta es su oportunidad de desempeñar un papel fundamental en el éxito futuro de un Asesor de Inversiones Registrado (RIA) en rápido crecimiento y una oficina familiar virtual boutique.\r\nNos asociamos con propietarios de empresas y sus familias para desbloquear el verdadero potencial de su riqueza. Les mostramos cómo cuidar a las personas que aman durante generaciones y les ayudamos a tener claridad, pensar en grande sobre lo que sigue, conservando más de lo que han construido para ellos mismos, su familia y las causas que les importan.\r\n¡Si tiene un deseo incesante e intenso de tener éxito y comparte nuestra visión, nos encantaría saber de usted!\r\n\r\nResponsabilidades: \r\n Actuar como gerente de proyectos para los clientes asignados, impulsando la implementación de recomendaciones en las cuatro áreas principales de planificación avanzada: mejora patrimonial, transferencia patrimonial, protección patrimonial y donaciones benéficas. Estas incluyen:\r\n Mejora Patrimonial\r\n Planificación de flujo de efectivo\r\n Planificación educativa\r\n Gestión de activos\r\n Soluciones crediticias\r\n Seguro de vida\r\n Reuniones familiares\r\n Seguro de salud\r\n \r\n Trabajar estrechamente con el Asesor Familiar Senior y el Equipo de Servicio para garantizar un excelente nivel de servicio\r\n Ser el punto de contacto principal para los clientes y sus asesores de confianza\r\n Liderar internamente la preparación de todas las propuestas para prospectos y presentaciones de revisión para clientes\r\n Participar en todas las reuniones de revisión con clientes y presentar/discutir temas de planificación avanzada\r\n Tomar notas y instrucciones detalladas para el equipo tras reuniones y llamadas; delegar tareas cuando sea necesario\r\n Preparar informes exclusivos para clientes de forma personalizada\r\n Apoyar al Departamento de Planificación Financiera con modelado de flujo de efectivo para clientes\r\n Construir relaciones sólidas con las familias de clientes asignadas\r\n Cumplir con todas las normas y regulaciones del sector, así como con las políticas de la empresa\r\n Requisitos\r\nCalificaciones requeridas:\r\n Sólidos conocimientos en planificación financiera y 3-5 años de experiencia en un puesto de asesoría financiera con contacto directo con clientes en una correduría o RIA\r\n Series 63, 65 y/o 66\r\n Experiencia con diversas herramientas y técnicas de planificación avanzada, incluyendo: fondos asesorados por donantes, fundaciones, cuentas 529, soluciones crediticias con propósito y sin propósito, seguros de vida, seguros de propiedad y responsabilidad civil, seguros de salud\r\n Conocimientos sobre herramientas y técnicas fundamentales de planificación patrimonial\r\n Conocimientos sobre herramientas y técnicas fundamentales de gestión de activos\r\n Excelentes habilidades de comunicación y presentación, y capacidad para explicar ideas complejas a diversas audiencias \r\n Excelentes habilidades de gestión del tiempo y capacidad para seguir las tareas hasta su conclusión\r\n Capacidad para trabajar estrechamente con los equipos externos de asesores de nuestros clientes, incluyendo sus asesores en planificación patrimonial, profesionales fiscales personales/empresariales, profesionales de seguros, etc.\r\n Atención extrema al detalle y precisión, compromiso con la calidad y enfoque riguroso en la satisfacción del cliente\r\n Inteligencia emocional excepcionalmente alta, integridad personal y responsabilidad\r\n Entusiasmo y aptitud para el aprendizaje \r\n Actitud proactiva, orientada a la resolución de problemas, y personalidad colaboradora, cálida y positiva \r\n \r\nCalificaciones preferidas:\r\n Experiencia brindando asesoría o orientación a propietarios/familias de empresas privadas\r\n CERTIFIED FINANCIAL PLANNER™, CFA®, CIMA® o designación relevante similar altamente deseada\r\n Licencia de seguros de vida y discapacidad\r\n Experiencia previa con software Salesforce, Orion, Wealthscape, EMoney y/o MindManager\r\n \r\nBeneficios\r\nDetalles adicionales, beneficios y ventajas:\r\n Puesto de tiempo completo / estatus exento\r\n Salario competitivo y estructura de bonificación por incentivos\r\n Paquete completo de beneficios que incluye tiempo libre remunerado generoso, salud, dental, visión, vida, discapacidad y 401(k)\r\n Beneficios: primas completamente pagadas para seguro médico/dental/visión, discapacidad a corto y largo plazo, y seguro de vida\r\n 401(k): coincidencia completa de la empresa hasta el 3% de su salario anual\r\n Tiempo libre remunerado: comienza en 15 días por año, con programa de acumulación de PTO.\r\n Carrera + Desarrollo Profesional: reembolso de capacitación/certificación/licencias/cuotas, planificación interna de desarrollo, coaching ejecutivo y programas continuos de desarrollo.\r\n Estacionamiento disponible\r\n Reembolso por bienestar\r\n Salidas regulares del equipo, eventos, incluyendo una reunión anual de retiro\r\n Acceso a proveedores de la red Parcion Family Office y descuentos de precios preferenciales\r\n \r\nRango salarial $88,000-$150,000\r\nEn cuanto a las expectativas salariales, evaluamos a cada candidato individualmente según su experiencia y calificaciones y ofrecemos una compensación competitiva que refleja el valor que aportan al equipo. El salario base generalmente se encuentra dentro del rango publicado, más un bono anual y un generoso paquete de beneficios, aunque puede ser más alto para candidatos con experiencia adicional y/o designaciones.\r\n\r\n11980 NE 24th St, Suite 210\r\nBellevue, WA 98005\r\nwww.parcionpw.com\r\n\r\nParcion Private Wealth ofrece oportunidades de empleo equitativas a todos los empleados y solicitantes sin importar raza, color, religión, género, orientación sexual, origen nacional, edad, discapacidad o genética. Además de los requisitos de la ley federal, Parcion Private Wealth cumple con las leyes estatales y locales aplicables sobre no discriminación en el empleo en cada ubicación donde la empresa tiene oficinas. 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