Freestone is building the wealth services firm of the future. With a 25-year history of consistent growth and success, 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, Santa Barbara, Silicon Valley, and Anchorage. We provide a personalized experience combining rational, intelligent advice and sophisticated investment strategies, delivered via beautiful technology. Currently, we have over $9 billion of assets under advisement.
We live our values of collaboration, commitment and continuous improvement every day and welcome new Freestoners to join us.
We are searching for qualified candidates to join our San Francisco Team as a Client Advisor. Successful candidates for this position share our core values and have a demonstrated track record of excelling educationally and professionally. Our advisors can build or manage a base of high-net-worth clients to create tailored investment and wealth advisory solutions to help them focus on what truly matters.
Our Core Values
Job Responsibilities
Experience
The expected annual base salary for this position is $125,000 $175,000. The position may also be available to receive a discretionary bonus based on company and individual performance. Our compensation and benefits package includes medical and prescription drug coverage, 401(k) contribution matching, group life, disability, long-term care, and accidental death insurance, ten (10) scheduled paid holidays per year, and 17 days of vacation per year.
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.