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Freestone Capital Management · 9 hours ago

Client Advisor

San Francisco, CA

Full-time

Onsite

Senior Level

$150K/yr - $175K/yr

6+ years exp

Freestone Capital Management is an independent wealth and asset management firm with a focus on personalized client experiences. The Client Advisor role involves developing client relationships and providing comprehensive investment and financial planning services.

Financial ServicesVenture Capital

Growth Opportunities

Hiring Manager

Nicole Bowers

Responsibilities

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

Secure high-net-worth clients from various sources including internal client transitions, our channel partners and SAN, your network, referral relationships, and COIs

Utilize the comprehensive resources available including our robust investment team, wealth planning, trust and estate, client service, legal and compliance, business development, and marketing team

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

Qualification

CFP certificationInvestment management experienceFinancial advisory servicesMicrosoft Office proficiencyCommunication skillsRelationship-building skillsProblem-solving mindset

Required

A Bachelor's degree or higher

S65 or equivalent required

6+ years of experience in investment management or financial advisory services, with a proven track record of success in building and maintaining client relationships

Exceptional communication and relationship-building skills

A self-driven, proactive mindset with a knack for problem-solving

Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook