About this role
Client Advisor at Freestone Capital Management. Location: Seattle, Washington, United States. Role: Secure clients, Nurture relationships, Collaborate advisors Requirements: 5-15+ years in investment management or financial advisory; CFP or S65; Bachelor's degree; strong communication and relationship skills; proficiency with MS Office. Category: Finance and Accounting Seniority: Senior Level Tools: Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook Certifications: cfp, s65 Commitment: Full Time Workplace: Onsite Languages: English