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FILLED Parcion Private Wealth Seeking COO
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$150
- This is your opportunity to play a key role in the future success of a fast-growing Registered Investment Advisor (RIA) and boutique virtual family office.
- In 2019, members of our team were recognized by Forbes and Shook research in 2019 as #1 Top Wealth Advisor and #1 Top Next Generation Wealth Advisor in the State of Washington.
- o eMoney: Client Interface and Financial Planning Software
- Participate with other Executive Principals in risk identification and risk management across all aspects of the business including, but not limited to operations, portfolio administration, client management and service, advisory practice management, investment management, technology, outsourcing and vendor management;
- Advanced degree or professional designation (MBA, CFP, CFA, etc.)
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