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
ESG Wealth in Bellevue at Leah Yosef International
This position is listed as full time and onsite. It was posted 4 days ago.