UHNW Family Advisor - Wealth Planning & Legacy
$88k - $150kParcion Private Wealth LLC
Parcion Private Wealth LLC is looking for an experienced Family Advisor in Bellevue, WA. This role involves managing relationships with ultra-high net worth clients and their families through liquidity events. The advisor will lead financial planning and collaborate with specialists to ensure a seamless experience. The ideal candidate has 3–5 years in a client-facing advisory role and strong financial planning skills. The position offers a competitive salary of $88,000 to $150,000, plus annual bonuses. #J-18808-Ljbffr Parcion Private Wealth LLC
Vacancy posted 3 days ago
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