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Parcion Private Wealth
Parcion Private Wealth is seeking an experienced Family Advisor to partner with ultra-high net worth business owners and multigenerational families, providing integrated financial planning and investment advice. The role involves managing client relationships, leading business development, and coordinating with internal and external specialists to deliver comprehensive wealth management solutions. This position requires a sophisticated advisor to support clients through liquidity events and long-term financial goals.
Experience the confidence that comes from wealth management designed for successful entrepreneurs, business owners, and their families.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Parcion Private Wealth.
63% above the average for this role