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Freestone Capital Management · 6 hours ago

Client Advisor

Seattle, WA

Full-time

Onsite

Mid, Senior Level

$125K/yr - $150K/yr

5+ years exp

Freestone Capital Management is an independent wealth and asset management firm dedicated to providing personalized financial services. They are seeking experienced Advisors to secure high-net-worth clients and develop tailored wealth plans while collaborating with internal and external advisors.

Financial ServicesVenture Capital

Growth Opportunities

Hiring Manager

Nicole Bowers

Responsibilities

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

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

Mentor, coach and develop junior client associates and emerging advisors who support your clients

Qualification

CFPS65EquivalentInvestment managementFinancial advisory servicesClient relationship managementMicrosoft Office SuiteProactive mindsetCommunication skillsProblem-solving

Required

A Bachelor's Degree or higher

CFP or industry designation strongly preferred; S65 or equivalent required

5 - 15+ 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