Lead ESG Wealth Advisor - Independent Fee-Only RIA
leah yosef internationalSeattle (WA)
Lead ESG Wealth Advisor - Independent Fee-Only RIA
Posted 9 days ago
leah yosef internationalSeattle (WA)
SENIORITY
Lead
About the role
Leah Yosef International in Bellevue, WA seeks a Wealth Advisor (CFP) passionate about managing client relationships to provide comprehensive financial planning and asset management in collaboration with the Founding Partner of the Bellevue Division.
This is not a sales role; no portable book of business required. The ensemble practice emphasizes teamwork, work-life balance and growth, with an ESG investing focus and measurable ethical impact.
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.