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Wealth Advisor, CFP, ESG

Leahyosef

Bellevue, WA, United States

Job at a glance

Bellevue, WA, United States
Location
Leahyosef
Employer

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 • Ensemble practice with a strong culture of teamwork, work life balance and personal and...

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