Family Wealth Advisor Impactful Planning & Legacy

Parcion Private Wealth

Bellevue, WA

JOB DETAILS
SKILLS
Customer Support/Service, Financial Planning, Registered Investment Advisor (RIA), Strategic Planning
LOCATION
Bellevue, WA
POSTED
2 days ago

Join a dynamic and fast-growing Registered Investment Advisor as a Family Advisor, where you will play a pivotal role in helping clients achieve their financial goals. This position offers the opportunity to engage deeply with clients, manage their wealth planning needs, and collaborate with a dedicated team. You will be responsible for implementing advanced planning strategies while ensuring exceptional service and building lasting relationships. If you are passionate about financial planning and eager to make a meaningful impact, this is the perfect opportunity for you to thrive in a supportive and innovative environment.#J-18808-Ljbffr

About the Company

P

Parcion Private Wealth