Senior Family Advisor – UHNW Wealth & Legacy Lead
Listed on 2026-10-11
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Finance & Banking
Wealth Management, Financial Advisor / Consultant
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.
We are currently recruiting a Senior Family Advisor – UHNW Wealth & Legacy Lead for our team in Bellevue, WA, United States.
The following role is for a Senior Family Advisor – UHNW Wealth & Legacy Lead with Parcion Private Wealth LLC.
Our group is growing, and we are hiring a Senior Family Advisor – UHNW Wealth & Legacy Lead in Bellevue, WA, United States.
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