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Family Advisor to UHNW Families - Liquidity & Legacy
Job in
Bellevue, King County, Washington, 98009, USA
Listed on 2026-09-04
Listing for:
Parcion Private Wealth LLC
Full Time
position Listed on 2026-09-04
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Parcion Private Wealth LLC in Bellevue, WA is seeking an experienced Family Advisor to partner with ultra-high net worth business owners and multigenerational families. You will manage relationships, orchestrate comprehensive financial planning, and implement investment strategies with internal and external specialists.
The role emphasizes client experience, collaboration, and leadership of planning initiatives, with 3–5+ years of advisory experience and relevant licensure.
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