What are the responsibilities and job description for the Client Advisor position at Freestone Capital Management?
Who We Are
At Freestone, we believe in making a meaningful difference by focusing on what truly matters to our clients. With a 25-year history of consistent growth and success, we are an independent wealth and asset management firm with over $13 billion in assets under advisement. Headquartered in Washington, with a team of over 115 professionals, we are dedicated to delivering a highly personalized experience that combines intelligent, thoughtful advice with unique investment strategies and comprehensive financial planning.
About The Role
We are expanding our team with talented, driven, and experienced Advisors. We offer comprehensive support and resources including our robust investment team, wealth planning, trust and estate, client service, legal and compliance, business development, and marketing teams. We offer a unique platform, a strong brand and reputation, and the opportunity to grow exponentially in your career.
If you’ve sourced, developed, and maintained client relationships but feel limited by your current firm's growth, culture, or resources, we offer a better long-term home where you can thrive. We help our advisors with growth through a number of channels including seeding with existing clients and through our SAN and other channel partners in addition to supporting their organic growth efforts. Our fee-only, holistic, client-first model offers transparent, formulaic compensation with substantial upside potential.
Key Responsibilities
We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
For information about our privacy practices, including disclosures for California residents, please see our Privacy Notices.
At Freestone, we believe in making a meaningful difference by focusing on what truly matters to our clients. With a 25-year history of consistent growth and success, we are an independent wealth and asset management firm with over $13 billion in assets under advisement. Headquartered in Washington, with a team of over 115 professionals, we are dedicated to delivering a highly personalized experience that combines intelligent, thoughtful advice with unique investment strategies and comprehensive financial planning.
About The Role
We are expanding our team with talented, driven, and experienced Advisors. We offer comprehensive support and resources including our robust investment team, wealth planning, trust and estate, client service, legal and compliance, business development, and marketing teams. We offer a unique platform, a strong brand and reputation, and the opportunity to grow exponentially in your career.
If you’ve sourced, developed, and maintained client relationships but feel limited by your current firm's growth, culture, or resources, we offer a better long-term home where you can thrive. We help our advisors with growth through a number of channels including seeding with existing clients and through our SAN and other channel partners in addition to supporting their organic growth efforts. Our fee-only, holistic, client-first model offers transparent, formulaic compensation with substantial upside potential.
Key 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
- 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
- Competitive, transparent compensation model with tremendous upside
- Depending on your level of experience and circumstances:
- A competitive starting base salary of $125,000 – $150,000
- For advisors who bring clients, compelling compensation structures will be discussed based on revenue projections
- Comprehensive support and resources including our robust investment team, wealth planning, trust and estate, client service, legal and compliance, business development and marketing team
- Comprehensive benefits, including medical, dental, vision, and prescription coverage, 401(k) matching, life and disability insurance, parental leave, and flex spending
- Generous paid time off—17 days of vacation, plus 10 paid holidays, Summer Fridays
- Meal perks, company events, team celebrations, and more
- A collaborative, fun, and supportive culture where you’re encouraged to innovate and grow
- Commitment: Commitment underlines your integrity. You bring your best every day and have the courage to dedicate energy toward what truly matters.
- Collaboration: Collaboration fuels your innovation, creativity, and progress. Through teamwork and authentic communication, you conquer common goals while simultaneously strengthening the fabric of our culture.
- Continuous Improvement: You are a lifelong learner, you seek first to understand, are solution-oriented, and unequivocally open-minded.
We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
For information about our privacy practices, including disclosures for California residents, please see our Privacy Notices.
Salary : $125,000 - $150,000