ESG Wealth Leader
leah yosef internationalBellevue (WA)
$250,000 per year
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Posted today
leah yosef internationalBellevue (WA)
SENIORITY
Lead
SALARY
$250,000 per year
About the role
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
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.