What are the responsibilities and job description for the Senior Wealth Advisor, ESG position at Leah Yosef International?
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
Salary : $250,000