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Leah Yosef International · Bellevue, Washington
Wealth Advisor, CFP
ESG
Bellevue, WA
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 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
CFP required
2105
Details
| Company | Leah Yosef International |
| Location | Bellevue, Washington |
| Type | FULL TIME |
| Niche | Full-time |
| Salary | $2,50,000 – $2,50,000 / yr |