Client Relationship Advisor - San Francisco, CA

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.

This is a unique opportunity. Freestone is searching for qualified candidates to join our team as a Client Relationship Advisor. Successful candidates for this position will have a demonstrated track record of excelling educationally and professionally, managing a committed group of high net worth clients and serving that client base passionately.

Key Responsibilities

  • Maintain and support established client relationships spanning investment analysis, financial planning, tax concerns, charitable and estate planning, and ancillary services

  • Partner with business development officers to close and on-board new clients

  • Identify and document each 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

  • Manage existing referral relationships to source new clients

Experience

  • Bachelor’s Degree or higher

  • CFP designation

  • 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