Senior Private Client Advisor, SF – Holistic Wealth & Growth
JPMorgan Chase
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Job summary
Freestone is seeking an experienced Advisor to join our San Francisco team, offering a fee-only, holistic, client-first wealth advisory model with substantial upside. The role provides extensive support across investment, planning, trust and estate, client service, legal/compliance, business development, and marketing.
Growth is driven by seeding with existing clients and through SAN and channel partners. The successful candidate will grow with a collaborative platform, strong brand, and a
Job description
Freestone is seeking an experienced Advisor to join our San Francisco team, offering a fee-only, holistic, client-first wealth advisory model with substantial upside. The role provides extensive support across investment, planning, trust and estate, client service, legal/compliance, business development, and marketing.
Growth is driven by seeding with existing clients and through SAN and channel partners. The successful candidate will grow with a collaborative platform, strong brand, and a
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