Service client Jobs in Daly City, CA

Client Advisor

San Francisco, CA

At Freestone, we believe in making a meaningful difference by focusing on what truly matters to our clients. With a 27-year history of consistent growth and success, we are an independent wealth and asset management firm with over $15 billion in assets under management. Headquartered in Washington, with a team of over 120 professionals, we are dedicated to delivering a highly personalized experience that combines intelligent, thoughtful advice with unique investment strategies and comprehensive financial planning.

About the Role

We are looking to add an experienced Advisor to our growing San Francisco team! We offer comprehensive support and resources including our robust investment team, wealth planning, trust and estate, client service, legal and compliance, business development, and marketing teams. We help our advisors with growth through a number of channels including seeding with existing clients and through our SAN and other channel partners in addition to supporting their organic growth efforts. We offer a unique platform, strong brand and reputation, and the opportunity to grow exponentially in your career.

If you've love finding and helping clients but feel limited by your current firm's growth, culture, or resources, we offer a better long-term home where you can thrive. Our fee-only, holistic, client-first model offers transparent, formulaic compensation with substantial upside potential.

Key Responsibilities

• Develop and nurture lasting relationships with clients by providing holistic and sophisticated investment analysis, financial planning, tax strategies, charitable and estate planning, and more.
• Collaborate with internal and external advisors (CPAs, attorneys) to craft holistic, tailored wealth plans.
• Secure high-net-worth clients from various sources including internal client transitions, our channel partners and SAN, your network, referral relationships, and COIs.
• Utilize the comprehensive resources available including our robust investment team, wealth planning, trust and estate, client service, legal and compliance, business development, and marketing team.
• Lead and manage review meetings with your clients to ensure the objectives, goals and planning needs are up-to-date and aligned.
• Mentor, coach and develop junior client associates and emerging advisors who support your clients.

Qualifications & Skills

• A Bachelor's degree or higher.
• CFP or industry designation preferred; S65 or equivalent required.
• 6+ years of experience in investment management or financial advisory services, with a proven track record of success in building and maintaining client relationships.
• Exceptional communication and relationship-building skills.
• A self-driven, proactive mindset with a knack for problem-solving.
• Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook.

Why Freestone?

• Competitive, transparent compensation model with tremendous upside.
• Depending on your level of experience and circumstances:
  • A competitive starting base salary of $150,000 $175,000.
  • For advisors who plan to bring clients, additional compensation structures will be discussed based on revenue projections.
• Comprehensive support and resources including our robust investment team, wealth planning, trust and estate, client service, legal compliance, business development and marketing team.
• Comprehensive benefits, including medical, dental, vision, and prescription coverage, 401(k) matching, life and disability insurance, parental leave, and flex spending.
• Generous paid time off17 days of vacation, plus 10 paid holidays, Summer Fridays.
• Meal perks, company events, team celebrations, and more.
• A collaborative, fun, and supportive culture where you're encouraged to innovate and grow.

Our Core Values

• Commitment: Commitment underlines your integrity. You bring your best every day and have the courage to dedicate energy toward what truly matters.
• Collaboration: Collaboration fuels your innovation, creativity, and progress. Through teamwork and authentic communication, you conquer common goals while simultaneously strengthening the fabric of our culture.
• Continuous Improvement: You are a lifelong learner, you seek first to understand, are solution-oriented, and unequivocally open-minded.

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.