layiq
/la·yiq/adjective
worthy; deserving; fitting; suitable.
A role, opportunity, or path that merits attention, time, and pursuit.
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Job opportunity
Senior Family Advisor (Senior Financial Advisor)
Parcion Private Wealth
Bellevue, WA, US
Source: Parcion Private Wealth careers · View original posting
- Pay
- $185,000 — $250,000 USD per year
- Employment
- full time
Employer job description
From Parcion Private Wealth's posting. “We” and “our” refer to the employer.
Parcion Private Wealth is a nationally recognized multi-family office and RIA based in Bellevue, WA. We partner with ultra-high-net-worth business owners, entrepreneurs, and first-generation wealth creators before, during, and after life-changing liquidity events. We give integrated advice across investments, planning, and legacy, with discretion and a long-term view.
The Role
We're looking for a Senior Family Advisor (7+ years of experience) to lead a portfolio of UHNW business owners and multigenerational families. You own the relationship. You lead every stage of our client experience, from the first Framing Meeting through ongoing Progress Reviews, and you're the first call our families make when they need guidance.