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Freestone is building the wealth services firm of the future. With a 25-year history of consistent growth and success, we believe making a difference happens by focusing on what truly matters to our clients. If you are passionate about helping people and serving a greater purpose in life and work, Freestone is the home for you.
We are an independent wealth advisor to select families with offices in Seattle, San Francisco, Santa Barbara, and Anchorage. We provide a personalized experience combining rational, intelligent advice and sophisticated investment strategies, delivered via beautiful technology. Currently, we have over $10 billion of assets under advisement.
We live our values of collaboration, commitment and continuous improvement every day and welcome new Freestoners to join us.
We are searching for qualified candidates to join our San Francisco Team as a Client Advisor. Successful candidates for this position share our core values and have a demonstrated track record of excelling educationally and professionally. Our advisors can build or manage a base of high-net-worth clients to create tailored investment and wealth advisory solutions to help them focus on what truly matters.
Our Core Values
Job Responsibilities
Experience
The expected annual base salary for this position is $125,000 – $175,000. The position may also be available to receive a discretionary bonus based on company and individual performance. Our compensation and benefits package includes medical and prescription drug coverage, 401(k) contribution matching, group life, disability, long-term care, and accidental death insurance, ten (10) scheduled paid holidays per year, and 17 days of vacation per year.
Freestone is an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law.
Full Time
$73k-104k (estimate)
06/28/2024
07/14/2024
freestonecapital.com
SEATTLE, WA
<25
1999
GARY FURUKAWA
$10M - $50M
Investment Management
Freestone is an independent wealth advisor to select individual investors, high net worth families and institutions with offices in Seattle, San Francisco, and Santa Barbara. We provide a personalized experience combining rational, intelligent advice and sophisticated investment strategies.
The following is the career advancement route for Client Advisor positions, which can be used as a reference in future career path planning. As a Client Advisor, it can be promoted into senior positions as a Client Service Specialist III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Advisor. You can explore the career advancement for a Client Advisor below and select your interested title to get hiring information.
If you are interested in becoming a Client Advisor, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Advisor for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Client Advisor job description and responsibilities
Attend all renewal strategy and budget meetings and prepare renewal proposals for all clients.
01/23/2022: Springfield, OH
Advisors do meeting with prospective new clients to earn the right to give them advice.
02/06/2022: Greenville, SC
Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors.
02/18/2022: Knoxville, TN
Review bonds wordings and provide clear verbal and written guidance to clients regarding the suitability of the bond wording submitted.
02/13/2022: El Paso, TX
Ability to build relationships with client teams and key stakeholders.
03/25/2022: Houston, TX
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Client Advisor jobs
A financial advisor can also be a financial planner or provide financial planning as part of their repertoire of services.
02/05/2022: Peoria, IL
Typically, clients meet with financial advisors once or twice quarterly though this depends on the advisor.
03/07/2022: Dallas, TX
Financial advisors need client relationship skills to attract new clients and retain the clients they already have.
02/26/2022: Billings, MT
Providing excellent customer service and developed long-standing client relationships with repeat business.
01/25/2022: Carson City, NV
Client advisots must be excellent communicators capable of leading a team.
03/06/2022: Stockton, CA
Step 3: View the best colleges and universities for Client Advisor.