Advisor Team Lead - Seattle, WA

Freestone is building the digitally integrated wealth services firm of the future. 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, and Santa Barbara. We provide a personalized experience combining rational, intelligent advice and sophisticated investment strategies, delivered via beautiful technology.

We live our values of collaboration, commitment and continuous improvement every day and welcome new Freestoners to join us.

Job Responsibilities

  • Partner with an existing Senior Client Advisor to support established client relationships spanning investment analysis, financial planning, tax concerns, charitable and estate planning, and ancillary services

  • Lead the client service function for the Advisor Team, including:
    o Supervision of the Advisor Team’s Client Service Associate (CSA)
    o Daily prioritization and management of Team responsibilities
    o Review CSA work product to ensure accuracy and timeliness

  • Understanding, documentation and tracking of each client’s unique goals and objectives 

  • Lead the financial planning, tax planning and estate planning function for the Team, including coordinating with both internal and external planning resources.

  • Coordinate with clients’ outside advisors, including CPA and attorneys, to facilitate a client’s holistic wealth plan 

  • Implement and manage investment decisions to ensure client goals and objectives are achieved

  • Prepare for and conduct quarterly client meetings to review and present quarterly investment results, evaluate new opportunities, and adjust client objectives 

Experience

  • Bachelor’s Degree or higher

  • CFP designation preferred (or the willingness to obtain the certification)

  • Minimum 3-5 years in a financial advisory services role with demonstrated ability to retain and manage client relationships 

  • Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook. 

  • Financial planning/wealth management acumen, judgment and experience. 

  • Excellent communication, listening, and relationship building skills 

  • Proactive, self-motivated approach

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.

Ready to get started? Contact a Client Advisor