Client Advisor - Seattle, WA

Freestone is an independent wealth advisor to select high net worth families and institutions with over $3.8 billion under management and offices in Seattle, Portland, and Santa Barbara. We provide a personalized experience combining rational, intelligent advice and sophisticated investment strategies.

Freestone is searching for qualified candidates to join our Client Advisor Team. Successful candidates for this position will have a demonstrated track record of both educational and professional achievement, along with a passion for introducing operational structure and efficiency within a financial services environment.

Job Responsibilities

  • Develop and maintain informed client relationships spanning investment analysis, financial planning, tax concerns, charitable and estate planning, and ancillary services

  • Identification and documentation of client’s unique goals and objectives

  • Evaluate, implement, and manage investment solutions to meet client goals and objectives

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

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

  • Execute business development strategies to identify and attain new clients

  • Develop new and manage existing referral relationships to source new clients

Experience

  • Bachelor’s Degree or higher

  • CFP or other industry designation preferred

  • Minimum 3-5 years in an investment management and/or financial advisory services role with demonstrated ability to build a book of business 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