Overview

UHNW Family Advisor – Wealth Planning & Legacy Jobs in Bellevue, USA at Parcion 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.

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Title: UHNW Family Advisor – Wealth Planning & Legacy

Company: Parcion Private Wealth LLC

Location: Bellevue, USA

Category:

 

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