Parcion Private Wealth
Engineering · Full-time · WA, United States
Parcion Private Wealth is looking for a dynamic team member to help our firm execute its promise to help clients reach their goals and aspirations. We are seeking an experienced Investment Research Analyst to join our firm, working directly with the Director of Investment Management and CIO. 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.
At Parcion 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. We help them get clear and think bigger about what’s next. Keeping more of what they’ve built for themselves, their family, and the causes they care about.
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Parcion Private Wealth
The Parcion team has years of experience in assisting business owners who are considering selling their companies and advocating for their client's best interests throughout the sale of the business, from cash flow optimization and tax mitigation to estate planning and succession, and beyond.