#2105

Wealth Advisor, CFP

Bellevue, WA, United States

Firm Overview

Fully Independent 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 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

About Leah Yosef International: Leah Yosef International is a boutique executive search firm specializing in the private wealth and investment management arena, catering to single/multi-family offices and registered investment advisory (RIA) firms nationwide. With a proven track record of success, Leah Yosef International delivers premier talent, placing financial advisors, relationship managers, investment managers, subject-matter experts, and directors and C-level leaders in operational, investment, and compliance roles.