Senior Wealth Advisor, SF — Holistic Planning
freestone capital managementMillbrae, CA
Senior Wealth Advisor, SF — Holistic Planning
L5
freestone capital managementMillbrae, CAyesterday
Industries
Portfolio Management and Investment AdviceTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment ActivitiesFreestone 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
Level
SeniorL5
Location
Millbrae, CA
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
yesterday
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