Family Advisor to UHNW Families - Liquidity & Legacy
Parcion Private Wealth LLC
Parcion Private Wealth LLC in Bellevue, WA is seeking an experienced Family Advisor to partner with ultra-high net worth business owners and multigenerational families. You will manage relationships, orchestrate comprehensive financial planning, and implement investment strategies with internal and external specialists. The role emphasizes client experience, collaboration, and leadership of planning initiatives, with 3–5+ years of advisory experience and relevant licensure. #J-18808-Ljbffr Parcion Private Wealth LLC
Vacancy posted 6 days ago
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