About this opportunity
Parcion Private Wealth LLC lists this Senior Family Advisor – UHNW Wealth & Legacy Lead opportunity in bellevue, Washington. Review the employer’s description below for duties, qualifications and application requirements.
Job description
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.
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Worksite address
bellevue, WA, 98009, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.