Senior Family Advisor: Lead UHNW Client Relationships
Parcion Private Wealth LLC
Parcion Private Wealth is seeking a Senior Family Advisor to lead a portfolio of UHNW business owners and multigenerational families from our Bellevue headquarters. You’ll own the relationship, guide all stages of the client experience, and mentor junior advisors. Hybrid work is available after six months onboarding, with core hours Monday–Friday. You will develop comprehensive plans across wealth enhancement, transfer, protection, and philanthropy, and build models in eMoney. #J-18808-Ljbffr
Vacancy posted 2 days ago
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