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

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