ESG Wealth Manager

Leah Yosef International; Bellevue (WA); On-site; USD 100,000 - 180,000; Full time

Job summary

Leah Yosef International in Bellevue seeks a Fully Independent ESG focused Fee-Only Wealth Advisor, CFP, to manage client relationships and deliver 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 is required.

The position rewards high-touch service within an ensemble practice that values teamwork, work-life balance, and growth, with emphasis on sustainable investing

Qualifications

• CFP certification required.
• Experience in high-touch client relationship management.
• Focus on ESG investing and ethical leadership.

Responsibilities

• Manage client relationships and provide comprehensive financial planning.
• Oversee asset management in collaboration with the Founding Partner.
• Lead ESG-focused investment discussions with clients.

Skills

Client relationship management

Financial planning

Asset management

ESG investing

Education

CFP certification

Tools

Financial planning software

Job description

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