ESG Wealth Leader

Leah Yosef International

Bellevue, WA

Today

Job Description

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

Requirements

CFP required

2105

Numbers & Facts

Location

Bellevue, WA

Skills

Asset Managementunmatched
Business Developmentunmatched
Customer Relationship Management (CRM)unmatched
Customer Support/Serviceunmatched
Diversityunmatched
Financial Planningunmatched
Leadershipunmatched
Relationship Managementunmatched
Rich Internet Application (RIA)unmatched
Sales Managementunmatched
Sustainabilityunmatched
Team Playerunmatched

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