Accounting & Finance

ESG Wealth Leader

Leah Yosef International

Bellevue · Washington · United States

Wealth Advisor, CFP

ESG

Bellevue, WA


Find out more about this role by reading the information below, then apply to be considered.

Firm Overview


Fully Independent ESG focused Fee-Only RIA seeks a Wealth Advisor, CFP who is passionate about managing client relationships to provide comprehensive financial planning and asset management in collaboration with the Founding Partner of the Bellevue Division.


Not a sales role; no portable book of business required


  • Forward thinking culture dedicated to challenging the status quo
  • Focused on investing with companies that have a sustainability and ethical impact, measuring factors such as carbon footprint, workplace diversity, and ethical leadership
  • Ensemble practice with a strong culture of teamwork, work life balance and personal and professional growth
  • Serve as a lead Wealth Advisor in an ensemble practice with collaborative xhqgsiq approach to business development and client service
  • Opportunity to make an impact through high touch relationship management and financial planning expertise
  • $250,000+ compensation package


Requirements

  • CFP required


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Reference: WJ-3131_4746411

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