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Career opportunities at Parcion Private Wealth
Parcion Private Wealth
5 - 0 yrs
Bellevue, WA, USA
Keyskills :
N/A
Designation:
N/A
Job Description:
Parcion Private Wealth is looking for a dynamic leader to help our firm execute on its promise to help clients reach their goals and aspirations. We are seeking an experienced Senior Family Wealth Advisor to join our firm. Our ideal candidate is a highly mo…
Parcion Private Wealth
0 - yrs
Bellevue, WA, USA
Keyskills :
N/A
Designation:
N/A
Job Description:
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 Financial Advisor (Relationship Manager) to join our firm. Our ideal candidate…
Parcion Private Wealth
2 - 3 yrs
Bellevue, WA, USA
Keyskills :
Automation , Accounting , Citrix , Accounts , MS Office , Attention to Detail , Audit , Billing , Compliance , Data Management , Dedication , Development , Diligence , Documentation , Due Diligence , Economics , Effectiveness , Executive Coaching , FactSet , Finance , Financial Services , Growth Mindset , Harvesting , Highly Organized , Insurance , Internal Development , Investment Management , Life Insurance , Management , Portfolio Management , Proactive , Professional Development , Reconciliation , Reimbursement , Report Generation , Reporting , Reporting Software , Research , Soft Skills , Team Player , Teamwork , Tolerance , Trading , Training , Workflow , Writing
Designation:
N/A
Job Description:
Parcion Private Wealth is looking for a dynamic team member to help our firmexecute its promise to help clients reach their goals and aspirations. We areseeking an experienced Portfolio Administrator to join our firm, working directlywith the Director of In…
