Senior Wealth Advisor, SF — Holistic Planning
freestone capital managementMillbrae, CA
Senior Wealth Advisor, SF — Holistic Planning
freestone capital managementMillbrae, CA
yesterday
Industries
Portfolio Management and Investment AdviceTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment ActivitiesAbout the role
Freestone Capital Management seeks an experienced Advisor to join the San Francisco team, offering comprehensive support across investment, wealth planning, trust and estate, and client service. The role focuses on growing high-net-worth client relationships through strategic advisory and collaboration with internal and external experts.
You will work within a fee-only, holistic model that promotes transparent, upside-rich compensation and strong growth potential.
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JOB OVERVIEW
Experience level
Senior
Location
Millbrae, CA
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
yesterday
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