Senior Wealth Advisor, SF — Holistic Planning

L5

freestone capital managementMillbrae, CAyesterday
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.
Apply now
Apply now

Level

SeniorL5

Location

Millbrae, CA

Occupation

Personal Financial Advisors

Industry

Portfolio Management and Investment Advice

Posted

yesterday

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