About this role
Financial Advisor ( Family Advisor) at Parcion Private Wealth. Location: Bellevue, Washington, United States. Role: Relationship management, Financial planning, Investment implementation Requirements: 3–5+ years in a client-facing financial advisory role; Series 63/65/66 licensure; knowledge of estate planning and asset management tools; strong communication and collaboration skills. Category: Finance and Accounting Seniority: Mid Level Tools: Salesforce, Orion, Wealthscape, eMoney, MindManager Certifications: series 63, series 65, series 66 Commitment: Full Time Workplace: Hybrid Languages: English