Careers at Parcion

Our Mission

We champion wealth creators, entrepreneurs, innovators, and their families through life-changing liquidity events. We help our clients maximize the positive impact they can have on their lives, their communities, and the world.

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What We Do

Demystify the other side

It’s new to our clients, but our area of deep expertise. We’re steadfast guides in getting ready for (and enjoying) a new phase of life.

Go for the goals

How can we help our client families impact what’s most important?

Elevate the experience

We are known for providing highly personalized, high-touch, one-on-one relationships with our select group of clients.

What We Believe

01

Wealth creators are different

Our clients didn’t follow a template to find success, and neither should their advanced planning. Our advice is custom and goals-oriented, every time.

02

Integrity matters

It goes beyond the fiduciary standard of putting our clients’ interests first. We believe in treating people fairly, and we stand unified in doing the right thing.

03

Always end with a question

What’s keeping our clients up at night? It’s what we’re here for.

Our Culture

Cultivate Excellence

It’s what happens when you combine technical expertise with unparalleled service.

Our Culture

Unlock community

We strive to make it easy for our clients to connect with others who share their interests and experiences.

Our Culture

Be a home

A family office is more than our approach. It’s also the environment we create and the relationships we build with our clients — and each other.

Featured Benefits

We believe that the best way to provide an excellent client experience is to create an excellent experience for our team.

Competitive Compensation
  • Annual bonus with no cap
  • 401k matching program and profit sharing
  • One month PTO w/every 5 years employed. Additional PTO days earned for each year employed
Health & Wellness
  • Competitive and comprehensive health benefit plans
  • Sabbatical
  • Health + Wellness culture focused on benefits and support of goals for wellness and high-performance.
Work Culture
  • Best-in-class technology and offices
  • Hybrid work model
  • Annual team retreat, team events, and special event access
  • Summer Fridays: Early office closure in summer months.
Professional Development
  • Professional development with individualized coaching and support
  • Continuing education, licensing & accreditations
Family Office
  • Access to family office network vendors and preferred pricing
  • Investment management and financial planning with access to internal resources and expertise

"This is a company that is passionate about their clients and about their employees."

- PARCION FAMILY ADVISOR

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