Director - Wealth Advisor

The role

The Advisor will develop client relationships through investment analysis, financial planning, tax strategies, and estate planning. They will collaborate with internal and external advisors to craft tailored wealth plans and manage client review meetings.

What you will do

• Develop and nurture lasting relationships with clients.
• Provide holistic and sophisticated investment analysis, financial planning, tax strategies, charitable and estate planning.
• Collaborate with internal and external advisors to craft holistic, tailored wealth plans.
• Secure high-net-worth clients from various sources.
• Utilize comprehensive internal resources.
• Lead and manage review meetings with clients.
• Mentor, coach and develop junior client associates and emerging advisors.

Required qualifications

• Bachelor’s degree or higher.
• S65 or equivalent required.
• 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.
• A self-driven, proactive mindset with a knack for problem-solving.
• Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook.

Nice to have

• CFP or industry designation preferred

Benefits

• Medical, dental, vision, and prescription coverage
• 401(k) matching
• Life and disability insurance
• Parental leave
• Flex spending
• 17 days of vacation
• 10 paid holidays
• Summer Fridays
• Meal perks
• Company events
• Team celebrations

Before you apply

• We are not accepting unsolicited resumes from agencies and/or search firms

About the company

Freestone is an independent wealth and asset management firm with over $15 billion in assets under management. Headquartered in Washington, the team includes over 130 professionals.