Freestone Capital Management

Client Advisor

Seattle, WA · Junior

Sponsorship not specified$125k-$150kDetected 5 days ago

Business DevelopmentExcelCommunicationCollaborationMicrosoft Office

About the role

We are expanding our team with talented, driven, and experienced Advisors.
We offer a unique platform, a strong brand and reputation, and the opportunity to grow exponentially in your career.
If you've sourced, developed, and maintained client relationships but feel limited by your current firm's growth, culture, or resources, we offer a better long-term home where you can thrive.

Secure high-net-worth clients from various sources including internal client transitions, our channel partners and SAN, your network, referral relationships, and COIs.
Develop and nurture lasting relationships with clients by providing holistic and sophisticated investment analysis, financial planning, tax strategies, charitable and estate planning, and more.
Collaborate with internal and external advisors (CPAs, attorneys) to craft holistic, tailored wealth plans.
Lead and manage review meetings with your clients to ensure the objectives, goals and planning needs are up-to-date and aligned.
Mentor, coach and develop junior client associates and emerging advisors who support your clients.
Comprehensive support and resources including our robust investment team, wealth planning, trust and estate, client service, legal and compliance, business development and marketing team.

A Bachelor's Degree or higher.
15+ years of experience in investment management or financial advisory services, with a proven track record of success in building and maintaining client relationships.
Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook.

Comprehensive benefits, including medical, dental, vision, and prescription coverage, 401(k) matching, life and disability insurance, parental leave, and flex spending.
Generous paid time off-17 days of vacation, plus 10 paid holidays, Summer Fridays.
Meal perks, company events, team celebrations, and more.

At Freestone, we believe in making a meaningful difference by focusing on what truly matters to our clients.
With a 26-year history of consistent growth and success, we are an independent wealth and asset management firm with over $ 14 billion in assets under management.
Headquartered in Washington, with a team of over 120 professionals, we are dedicated to delivering a highly personalized experience that combines intelligent, thoughtful advice with unique investment strategies and comprehensive financial planning.
Collaboration fuels your innovation, creativity, and progress.
Through teamwork and authentic communication, you conquer common goals while simultaneously strengthening the fabric of our culture.
You are a lifelong learner, you seek first to understand, are solution-oriented, and unequivocally open-minded.
Freestone is an equal opportunity employer.
All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law.
We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
For information about our privacy practices, including disclosures for California residents, please see our Privacy Notices.

This listing is sourced directly from Freestone Capital Management's careers page and normalized into a canonical job model.