Senior Wealth Advisor — Holistic Planning & Growth

Freestone Capital Management; San Francisco (CA); On-site; USD 150,000 - 175,000; Full time

Benefits offered by this job

Competetive salary

Medical and dental benefits

401(k) matching

Generous paid time off

Collaborative work culture

Job summary

A leading wealth management firm in San Francisco is seeking an experienced Advisor to join their team. The ideal candidate will have over 6 years of experience in investment management, exceptional communication skills, and a proven ability to build lasting client relationships. This role offers a unique platform with transparent compensation ranging from $150,000 – $175,000, along with additional benefits like robust support teams, comprehensive insurance, and generous paid time off. Ideal for self-driven professionals looking for growth and collaboration.

Qualifications

• 6+ years of experience in investment management or financial advisory services.
• Proven track record of success in building and maintaining client relationships.
• Exceptional communication and relationship-building skills.

Responsibilities

• Develop and nurture lasting relationships with clients.
• Collaborate with internal and external advisors to craft wealth plans.
• Secure high-net-worth clients through various sources.
• Lead and manage review meetings with clients.
• Mentor and coach junior associates supporting your clients.

Skills

Communication skills

Relationship building

Proactive mindset

Problem-solving

Microsoft Office proficiency

Education

Bachelor's degree or higher

CFP or equivalent industry designation

Job description

A leading wealth management firm in San Francisco is seeking an experienced Advisor to join their team. The ideal candidate will have over 6 years of experience in investment management, exceptional communication skills, and a proven ability to build lasting client relationships. This role offers a unique platform with transparent compensation ranging from $150,000 – $175,000, along with additional benefits like robust support teams, comprehensive insurance, and generous paid time off. Ideal for self-driven professionals looking for growth and collaboration.