Director - Wealth Advisor
About The Position
Freestone is seeking an experienced Advisor to join its growing San Francisco team. The independent wealth and asset management firm has over $15 billion in assets under management and more than 130 professionals. It provides advisors with support from investment, wealth planning, trust and estate, client service, legal and compliance, business development, and marketing teams. Advisor growth is supported through existing-client transitions, channel partners including SAN, and organic business development. The firm describes its fee-only, holistic, client-first model as offering transparent, formulaic compensation with substantial upside potential. The role focuses on building and maintaining client relationships and providing sophisticated, holistic investment analysis and financial planning. The Advisor will develop tailored wealth plans in collaboration with internal and external professionals, secure high-net-worth clients, lead client review meetings, and mentor junior associates and emerging advisors.
Requirements
- Bachelor’s degree or higher.
- S65 or equivalent required.
- At least 6 years of experience in investment management or financial advisory services.
- Proven track record of success building and maintaining client relationships.
- Exceptional communication and relationship-building skills.
- Self-driven, proactive approach and problem-solving ability.
- Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook.
Nice To Haves
- CFP or another industry designation preferred.
Responsibilities
- Develop and nurture lasting client relationships by providing investment analysis, financial planning, tax strategies, charitable planning, estate planning, and related advice.
- Collaborate with internal and external advisors, including CPAs and attorneys, to create tailored wealth plans.
- Secure high-net-worth clients through internal client transitions, channel partners and SAN, personal networks, referral relationships, and centers of influence.
- Use the firm's investment, wealth planning, trust and estate, client service, legal and compliance, business development, and marketing resources.
- Lead and manage client review meetings to keep objectives, goals, and planning needs current and aligned.
- Mentor, coach, and develop junior client associates and emerging advisors who support clients.
Benefits
- Medical, dental, vision, and prescription coverage.
- 401(k) matching.
- Life and disability insurance.
- Parental leave.
- Flexible spending.
- 17 days of vacation, 10 paid holidays, and Summer Fridays.
- Meal perks, company events, and team celebrations.
- Competitive, transparent compensation with substantial upside potential.
- Starting base salary of $150,000–$175,000, depending on experience and circumstances.
- Additional compensation structures may be discussed for advisors who plan to bring clients, based on revenue projections.
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What This Job Offers
Job Type
Full-time
Career Level
Director
