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UHNW Family Advisor - Wealth Planning & Legacy

Job in Bellevue, King County, Washington, 98009, USA
Listing for: Parcion Private Wealth LLC
Full Time position
Listed on 2026-06-12
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 88000 - 150000 USD Yearly USD 88000.00 150000.00 YEAR
Job Description & How to Apply Below

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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