Freestone Capital Management

HQ
Seattle
98 Total Employees
Year Founded: 1999

Jobs at Freestone Capital Management

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19 Days AgoSaved
In-Office
San Francisco, CA, USA
Financial Services
The Wealth Strategist, Senior Associate role involves creating personalized financial plans, supporting advisors, and conducting research on financial regulations and strategies.
23 Days AgoSaved
In-Office
San Francisco, CA, USA
Financial Services
Develop and maintain client relationships, provide holistic investment planning, collaborate with other advisors, and mentor junior associates while achieving growth in a supportive environment.
23 Days AgoSaved
In-Office
Seattle, WA, USA
Financial Services
The Client Advisor role involves developing client relationships, providing financial planning, collaborating with partners, and mentoring junior staff.