About this role
Client Advisor at Freestone Capital Management. Location: San Francisco, California, United States. Role: developing relationships, collaborating with advisors, mentoring associates Requirements: 6+ years in investment management or financial advisory; CFP or S65; strong communication and relationship skills; bachelor’s degree; proficient with MS Office. Category: Finance and Accounting Seniority: Senior Level Tools: Microsoft Office, CRM, Financial planning software Certifications: cfp, s65 Commitment: Full Time Workplace: Onsite Languages: English