ESG Wealth Advisor - CFP, Fee-Only, High-Impact Planning
Leah Yosef International
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 #J-18808-Ljbffr Leah Yosef International
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the ESG Wealth Advisor - CFP, Fee-Only, High-Impact Planning in Bellevue, WA vacancy
- Leah Yosef International, a fully independent ESG-focused fee-only RIA in Bellevue, seeks a Wealth Advisor with CFP credentials to manage client relationships and deliver comprehensive financial planning and asset management in collaboration with the Founding Partner of...Suggested
$100k - $250k
Empirical Wealth Management, based in Seattle, is looking... ...experienced Financial Advisors to join our fast-... ...practice while providing high-quality advice and service... ...a four-year degree, CFP designation, and at least... ...7 years in financial planning. This role entails onboarding...Suggested- ...Bellevue, Washington is seeking a Financial Advisor to support and enhance our growth. You... ...meaningful track record in financial planning and investment management, serving as... ...rationale. The role emphasizes ESG alignment, high-touch client service, and collaboration...Suggested
$200k - $250k
Financial Advisor Location: Bellevue, Washington... ...and commitment to ESG, sustainability,... ..., enthusiasm for a high touch client experience... ...of financial planning. You will serve as... ...committed to making an impact in people's lives and... ...recommendations CFP® required. CFA, CPA...SuggestedFull timeWork at officeLocal area3 days per week$157.23k - $192.17k
...DescriptionU.S. Bank Private Wealth Management (PWM) helps... ...on wealth and estate planning, investments, banking,... .... The Private Wealth Advisor (PWA) is responsible for... ...interacting with High and Ultra High Net Worth... ...designation such as CFA or CFP is preferredThis role is...SuggestedFull timeWork experience placementLocal area3 days per week$50k
...clients and 20,000 financial advisors across the U.S. and... ...We partner for positive impact to improve the lives of... ...responsibilities to ensure a high-quality, streamlined... ...adjust the branch business plan to increase branch... ...professional designations such as CFP® or CERTIFIED FINANCIAL...Work at officeWork from homeHome officeFlexible hoursEdward Jones
Bellevue, WA1 day ago$61k - $119k
...Becoming a financial advisor at Northwestern... ...through financial planning. On your path to becoming... ...you have a bigger impact on your clients and... ...for course tuition fees and books.... ...Northwestern Mutual Wealth Management Company®... ...certification marks CFP®, CERTIFIED FINANCIAL...Full timeContract workFor contractorsWork at officeNorthwestern Mutual Life Insurance Company
Bellevue, WA4 days ago$88k - $150k
...Parcion Private Wealth is a nationally recognized... .... We serve ultra-high net worth founders,... ...investments, planning, and legacy considerations... ...experienced Family Advisor to join our... ...Dedication, Teamwork, Impact, and Opportunity. If... ...apply) Holds a CFP®, CFA®, CIMA®, or...Full timeTemporary workWork at officeLocal areaMonday to FridayFlexible hoursParcion Private Wealth
Bellevue, WA4 days ago$19.23 - $28.37 per hour
...Financial Wellness Advisor Location: 2731 77th Avenue SE - Mercer... ...and teammates to prioritize high-impact activities, ensuring their... ...knowledge of product guides, fees, and policies to stay current... ...financial health through education, planning, and tailored financial...Hourly payWork experience placementWork at officeDay shiftKeyCorp
Mercer Island, WA21 hours ago$177k - $300k
...opportunities to learn, grow and make an impact, along with the power to make... ...a specialized resource for Advisor teams who are interested in wealth planning services to address their high- and ultra-high net worth... ...desiredJD, CPA, or CFP desiredLLM, MST, MBA (or in progress...Full timeWork experience placementLocal areaWork from homeShift workDay shift- ...for talented Financial Advisors just like you! With... ...you guide them through wealth management and retirement planning strategies. Opportunities... ...hire Experience with High Net Worth clients A CFP is preferred; if you... ...you are able to make an impact in the lives of your...Full time
- ...empowered to make an impact on your career.... ...As a Sr. Manager, Wealth Advisor within Schwab Wealth... ...a premier, fee-based, and non-discretionary... ...Qualifications: CFP AE designation or... ...financial plans and portfolios for... ...services industry highly preferred In addition...Work at office
$80k
Dew Wealth Management is a Fiduciary Investment... ...elite team of highly entrepreneurial advisors has resulted in... ...into advanced planning strategies irrevocable... ...see the direct impact of your work on... ...or completion of CFP® program preferred... ...a fixed monthly fee for real value You...Work at officeEasy work$150k - $200k
...Description Job Description Senior Wealth Advisor Asset One Wealth... ...Advisor to serve affluent, high-net-worth, and ultra-high-net... ...investment management, financial planning, tax, estate planning, and... ...active Series 65 license ~ CFP® certification preferred ~...Work at officeAsset One Wealth Management
Bellevue, WA4 days ago- TIAA is seeking a Financial Planning Advisor in the Seattle area to partner with an Executive Wealth Management Advisor and grow a high-net-worth client book. You will analyze client financials, tailor investment strategies, and work within a team to deliver customized...
$1,000 per month
...building an integrated financial planning practice from the ground up.... ...such as the Series 6 & 63 or CFP®. Get inspired at local and national... ...Financial Representative or Advisor role upon graduation.... ...ambitions and curiosity for sales Highly involved on campus (leader,...Full timeContract workFor contractorsInternshipLocal areaRemote workFlexible hoursNorthwestern Mutual
Bellevue, WA1 day ago- ...The Financial Advisor plays a key role in delivering... ...fiduciary-driven financial planning and relationship... ...execution, and maintaining high client satisfaction within... ...-driven retirement wealth management firm headquartered... ...environment Preferred CFP® or equivalent...Apprenticeship
SR Staffing
Bellevue, WA1 day ago $61k - $119k
...Financial Advisor OpportunityBecoming a financial advisor at Northwestern... ...their goals through financial planning. On your path to becoming a... ...—that helps you have a bigger impact on your clients and community.... ...* for course tuition fees and books.Compensation & BenefitsPerformance...For contractorsWork at officeNorthwestern Mutual
Bellevue, WA3 days ago$92.87k - $152.57k
...managed and collaborative wealth management solutions,... ...a broad array of planning and advisory services,... ...businesses. The Financial Advisor will support the Wealth... ...well as maintaining a high level of profitable sales... ...confidential matters required. CFP designation preferred...Work experience placementFlexible hoursBryn Mawr Trust Advisors, LLC
Bellevue, WA4 days ago$129k - $238k
...build relationships with high-net-worth clients.... ...to intermediate estate planning, tax planning and advanced... ...investments, trust and wealth transfer, credit, deposit... ...investment management skills.CFP, CIMA, CPWA, ChFC, CTFA,... ...be responsible for any fees related to unsolicited resume...Full timeImmediate start$90.23k
...resilience, Trinnex delivers value and impact to public sector clients... ...an exciting opportunity for a highly analytical finance... ...play a key role in financial planning, forecasting, project financial... ...subsidiaries will not be held liable to pay a placement fee....Contract workWork experience placementH1bWork at officeTrinnex
Bellevue, WA2 days ago$100k - $125k
...Opportunity Allegiance Wealth Management is seeking a... ...Associate Financial Advisor to serve existing and new... ...comprehensive financial plans, and help clients implement... ...statements for high-net-worth relationships.... ...RICP, BFA, or APMA. · CFP, ChFC, CFA, or CIMA designation...Private practiceWork at officeJambalaya Group
Bellevue, WA3 days ago- ...re building AI-powered wealth management. Investments... ...taxes, retirement, estate planning, all in one platform... ...scattered across different advisors and apps. We're backed... ...'s work is visible and impactful. About the role... ...Certified Financial Planner (CFP), Certified Public...Work at officeRelocationMonday to Friday
Range
Bellevue, WA4 days ago - ...Associate Advisor Greater Seattle Area ISC's Financial... ...delivering customized wealth management and... ...advisory solutions to ultra-high-net-worth individuals,... ...key role in financial planning, investment analysis, client... .... ~ Progress toward CFP®, CFA®, CIMA®, CAIA®,...For contractorsWork at office
International Search Consultants
Seattle, WA1 day ago - ...re empowered to make an impact on your career. Here,... ...industry together. As a Wealth Advisor within Schwab Wealth Advisory... ...will join a premier, fee-based, and non-... ...certified and current CFP or CFA designation holders... ...customizing financial plans and portfolios for clients...
$70k - $80k
...strengthening our workforce and positively impact the communities we serve. Bank... ...goals, building a financial plan, and recommending brokerage... ...Certified Financial Planner (CFP) and/or Chartered Retirement... ...Minimum Education Requirement High School Diploma / GED / Secondary...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift$61k - $119k
...Financial Advisor Opportunity Becoming a financial advisor at Northwestern... ...their goals through financial planning. On your path to becoming a... ...helps you have a bigger impact on your clients and community.... ...reimbursement* for course tuition fees and books. Compensation &...For contractorsWork at office$70k - $80k
...strengthening our workforce and positively impact the communities we serve. Bank... ...goals, building a financial plan, and recommending brokerage... ...Certified Financial Planner (CFP) and/or Chartered Retirement... ...Minimum Education Requirement High School Diploma / GED / Secondary...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift$97.5k - $144k
...quarterly expense forecasting, annual planning, and long-range financial... ...member of the FP&A team of a high-energy, rapidly growing... ...driving financial decisions that impact the company’s growth and operational... ...is not responsible for any fees related to unsolicited resumes...Full timeWork from homeFlexible hoursNight shift- Senior Wealth Advisor - Multi-Family Office A premier, rapidly growing Multi... ...base to transition into a high-caliber firm that offers the... ...investment strategy, tax and estate planning, philanthropic advisory, and... ..., and leadership skills. CFP, CFA, JD, or other advanced...Work at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to ESG Wealth Advisor - CFP, Fee-Only, High-Impact Planning. Be the first to apply!
Related searches
- financial planning assistant Bellevue, WA
- financial counselor Bellevue, WA
- financial advisor development program Bellevue, WA
- associate corporate finance Bellevue, WA
- financial advisor Bellevue, WA
- financial advisor training program Bellevue, WA
- financial advisor associate Bellevue, WA
- financial planning associate Bellevue, WA
- financial planner cfp Bellevue, WA
- jde finance consultant Bellevue, WA