Client Advisor

Freestone Capital Management•Seattle, WA

4d•$125,000 - $150,000

About The Position

Freestone is an independent wealth and asset management firm with over $15 billion in assets under management and more than 120 professionals. The firm provides personalized advice, investment strategies, and comprehensive financial planning. It is expanding its team of experienced advisors and offers a platform supported by investment, wealth planning, trust and estate, client service, legal and compliance, business development, and marketing teams. The Client Advisor builds and maintains high-net-worth client relationships and delivers holistic investment analysis, financial planning, tax strategies, charitable planning, and estate planning. Advisors may grow their practices through existing-client transitions, channel partners, SAN, personal networks, referrals, centers of influence, and organic efforts. The role also involves collaborating with internal and external advisors and mentoring junior client associates and emerging advisors. Freestone offers a fee-only, client-first model and transparent, formulaic compensation with substantial upside potential.

Requirements

Bachelor’s degree or higher.
S65 or equivalent required.
5–15+ years of experience in investment management or financial advisory services, with a proven track record of building and maintaining client relationships.
Exceptional communication and relationship-building skills.
Self-driven, proactive mindset and problem-solving ability.
Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook.

Nice To Haves

CFP or industry designation strongly preferred.

Responsibilities

Secure high-net-worth clients through internal client transitions, channel partners and SAN, personal networks, referral relationships, and centers of influence.
Develop and nurture lasting client relationships by providing holistic investment analysis, financial planning, tax strategies, charitable planning, and estate planning.
Collaborate with internal and external advisors, including CPAs and attorneys, to create tailored wealth plans.
Lead and manage client review meetings to keep objectives, goals, and planning needs up to date and aligned.
Use the firm's investment, wealth planning, trust and estate, client service, legal and compliance, business development, and marketing resources.
Mentor, coach, and develop junior client associates and emerging advisors who support clients.

Benefits

Competitive, transparent compensation model with substantial upside potential.
Starting base salary of $125,000–$150,000, depending on experience and circumstances.
Compensation structures discussed based on revenue projections for advisors who bring clients.
Medical, dental, vision, and prescription coverage.
401(k) matching.
Life and disability insurance.
Parental leave.
Flexible spending.
17 days of vacation.
10 paid holidays.
Summer Fridays.
Meal perks, company events, and team celebrations.