Based in Bellevue, WA, and led by nationally ranked financial advisor Terry Cook, CFP® CIMA®, Parcion Private Wealth (Parcion) is an independent wealth management firm servicing high-net-worth business owners, entrepreneurs, and first-generation wealth creators and their families. With a distinctive family-office approach, Parcion partners with families to unlock the true potential of their wealth. Parcion is committed to supporting them in taking care of the people they love for generations and helping them think bigger about what's next, keeping more of what they've built for themselves, their families, and the causes they care about. The Parcion team has years of experience assisting business owners through a sale or transition, advocating for the client's best interests. Parcion provides holistic wealth management solutions that encompass all aspects of each family's lives, from cash flow optimization and tax mitigation, to estate planning and succession, and beyond. The firm offers entrepreneurs and business owners a single touchpoint for both their financial and non-financial lives, by streamlining and simplifying advice and solutions across its offerings, including investment management, wealth enhancement, wealth transfer, wealth protection, charitable giving, and lifestyle and family support services.
Open Positions
Financial Advisor (Family Advisor)
3-5 years in client-facing advisory. Series 63/65/66 licenses req. Strong financial planning & communication skills. Estate & asset management knowledge a plus
Senior Financial Advisor (Senior Family Advisor)
Strong financial planning literacy and 5+ years minimum of experience in a client-facing financial advisory role at a broker dealer or RIA
Client Service Specialist
3-5 years of experience in RIA, MFO, or wealth management, with exceptional organizational skills and ability to manage multiple priorities