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Parcion Private Wealth is looking for a dynamic teammate to help our firm execute on its promise to help clients reach their goals and aspirations. We are seeking an experienced Family Advisor to join our firm. Our ideal candidate is a highly motivated team player that exemplifies our firm’s Core Values of Integrity, Dedication, Teamwork, Impact, and Opportunity. This is your chance to play a critical role in the future success of a fast-growing Registered Investment Advisor (RIA) and boutique virtual family office.
We partner with business owners and their families to unlock the true potential of their wealth. We show them how to take care of the people they love for generations and help them get clear, thinking bigger about what’s next, keeping more of what they’ve built for themselves, their family and the causes they care about.
If you have a relentless, burning desire to succeed and share our vision, we would love to hear from you!
Responsibilities:
Full Time
$54k-71k (estimate)
08/30/2023
05/18/2024
parcionpw.com
Bellevue, WA
<25
The job skills required for Financial Advisor (Family Advisor) include Presentation, Life Insurance, Health Insurance, Futures, Casualty Insurance, Promotion, etc. Having related job skills and expertise will give you an advantage when applying to be a Financial Advisor (Family Advisor). That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Financial Advisor (Family Advisor). Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Financial Advisor (Family Advisor) positions, which can be used as a reference in future career path planning. As a Financial Advisor (Family Advisor), it can be promoted into senior positions as a Branch Manager - Insurance that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Advisor (Family Advisor). You can explore the career advancement for a Financial Advisor (Family Advisor) below and select your interested title to get hiring information.