Client Relationship Manager - Seattle, WA

Freestone is an independent wealth advisor to select individual clients, high net worth families and institutions with offices in Seattle, Portland, San Francisco and Santa Barbara. Founded in 1999 and currently managing more than $4 billion of assets, we provide a personalized experience combining rational, intelligent advice and sophisticated investment strategies. To learn more about Freestone, please visit our website at www.freestonecapital.com.

Freestone is searching for qualified candidates to join our Seattle Team as a Client Relationship Manager. 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.

Job Responsibilities

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

  • Identify and document unique client goals and objectives

  • Evaluate, implement and manage client investment solutions

  • Coordinate with client's outside advisors, including CPAs and attorneys, to facilitate client’s holistic wealth plan

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

Education & Experience

  • Bachelor’s degree or higher

  • CFP or other industry designation preferred

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

Competencies & Characteristics

  • Financial planning/wealth management acumen, judgment and experience

  • Proactive and self-motivated

  • Excellent communication, listening, and relationship building skills

  • Proficient in Microsoft Office; familiarity with Tamarac and MoneyGuidePro is a plus

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