Client Advisor | Mass Affluent - 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 technology.

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

Unique Opportunity:

We are a fast-growing company in a rapidly changing industry. This valuable role works with our mass-affluent clients. The best fit candidate will enthusiastically help us stay ahead by embracing technology, provide excellent client service, holistic financial planning and otherwise enjoy the challenge of staying focused on the ever-moving target of what truly matters.

Job Responsibilities

  • Responsible for the direct management and oversight of 150+ client households

  • Partner with existing Senior Client Advisor(s) to support and transition established client relationships

  • Identification and documentation of client’s unique goals and multi-faceted objectives, spanning investment analysis, financial planning, tax concerns, charitable and estate planning, and ancillary services

  • 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

  • Ability to answer time sensitive client requests effectively

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

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

Experience & Qualifications

  • Bachelor’s Degree or higher

  • CFP or other industry designation preferred. Must be willing to pursue designation aggressively, if not already achieved.

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

  • Series 65 credential or equivalent (or completed within 3 months of hire)

  • Experience with financial planning software

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

  • 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