Sign upLog in
See more jobs

ESG Wealth Leader

Leah Yosef International

  • Bellevue, WA
  • Today

    Highlights

    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. Focused on investing with companies that have a sustainability and ethical impact, measuring factors such as carbon footprint, workplace diversity, and ethical leadership.

    Numbers & Facts

    LocationBellevue, WA

    Description

    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

    Similar Jobs