Client Advisor
External job listingat Freestone Capital Management
Join Freestone Capital Management as a Client Advisor in San Francisco. Build client relationships and provide holistic wealth planning and investment advice.
Salary
Not provided
Location
San Francisco, United States
Employment type
Full time
Workplace
Not provided
Client Advisor
San Francisco, United States
Job description
About the role
Freestone Capital Management is an independent wealth and asset management firm with over $15 billion in assets under management and a 27-year history of consistent growth and success. The firm is headquartered in Washington and has a team of over 120 professionals.
Freestone Capital Management is looking to add an experienced advisor to its growing San Francisco team. The firm offers a fee-only, holistic, client-first model and supports advisor growth through existing client transitions, channel partners, SAN, and organic growth efforts.
Responsibilities
- Develop and nurture lasting client relationships through holistic investment analysis, financial planning, tax strategies, charitable and estate planning, and more.
- 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, your network, referral relationships, and COIs.
Requirements
The listing seeks an experienced advisor.
Benefits
- Access to investment, wealth planning, trust and estate, client service, legal and compliance, business development, and marketing teams.
- Growth support through existing clients, channel partners, SAN, and organic growth efforts.
- A unique platform, strong brand and reputation, and transparent, formulaic compensation with substantial upside potential.
Key facts
- The role is with Freestone Capital Management's growing San Francisco team.
- The firm offers a fee-only, holistic, client-first model.
- Responsibilities include client relationships, wealth planning, and securing high-net-worth clients.
Frequently asked questions
What does the Client Advisor role involve?
The role involves developing client relationships, providing investment analysis and financial planning, and collaborating on tailored wealth plans.
What support is available to advisors?
Freestone Capital Management offers investment, wealth planning, trust and estate, client service, legal and compliance, business development, and marketing resources.
What does the listing say about advisor growth?
Growth may come through existing client transitions, channel partners and SAN, personal networks, referral relationships, COIs, and organic efforts.