Teams at Freestone Capital Management

The Client Advisor role involves developing client relationships, providing financial planning, collaborating with partners, and mentoring junior staff.

Develop and maintain client relationships, provide holistic investment planning, collaborate with other advisors, and mentor junior associates while achieving growth in a supportive environment.

The Marketing Coordinator supports social media planning and content publishing, marketing collateral updates, presentation and advertisement development, digital advertising coordination, events, and client gifting. The role monitors campaign performance, maintains brand consistency and marketing repositories, collaborates with internal teams and external agencies, and manages multiple deadlines with strong organization, communication, creativity, and attention to detail.