Leah Yosef International

Wealth Advisor, CFP

Leah Yosef International  •  $250k/yr  •  Bellevue, WA (Onsite)  •  2 hours ago
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Job Description

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


Requirements

  • CFP required
Leah Yosef International

About Leah Yosef International

Private Wealth & Investment Management Executive Search

Our mission is to partner with client-centric fiduciaries to grow their businesses through an efficient on-boarding process which produces long-term retention of motivated and talented professionals.

Leah Yosef International, Inc. is a proud member of the Sanford Rose Associates® network of offices and is recognized as a Top 10 Retained Executive Search Firm in the US/Americas.

Industry
HR & Recruiting
Company Size
11-50 employees
Headquarters
Long Beach, New York
Year Founded
2017
Website
leahyosef.com
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