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UHNW Family Advisor & Wealth Planning Partner
Job in
Bellevue, King County, Washington, 98009, USA
Listed on 2026-08-07
Listing for:
Parcion Private Wealth
Full Time
position Listed on 2026-08-07
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Parcion Private Wealth in Bellevue, WA is seeking a seasoned Family Advisor to work with ultra-high net worth business owners and multigenerational families. You will lead relationship management, financial planning, and implementation, coordinating with internal specialists to deliver a seamless client experience.
The role offers base salary, bonus, and a hybrid schedule after onboarding. The ideal candidate has 3–5+ years of client-facing financial advisory experience, relevant licenses, and
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