Senior Wealth Advisor - Holistic Planning & Growth
Freestone Capital Management
Freestone Capital Management in Seattle seeks experienced Advisors to join a growth-focused wealth advisory practice. You will help secure high-net-worth clients, deliver sophisticated investment analysis and comprehensive financial planning. You will collaborate with CPAs and attorneys to craft holistic wealth plans and lead client review meetings to align goals. A CFP or S65, 5–15+ years in the field, and strong communication are required. #J-18808-Ljbffr Freestone Capital Management
Vacancy posted 2 days ago
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