Senior Family Advisor - UHNW Wealth & Legacy Lead
Parcion Private Wealth LLC
Parcion Private Wealth in Bellevue, WA seeks a Senior Family Advisor (7+ years) to lead UHNW families, owning the client relationship from framing meetings to progress reviews. You will mentor junior advisors, grow the firm through COIs, and drive community involvement at our Bellevue headquarters. You will lead client process meetings, develop comprehensive plans, and collaborate with attorneys, CPAs, and insurers to optimize wealth strategies. #J-18808-Ljbffr Parcion Private Wealth LLC
Vacancy posted 1 day ago
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