Wealth Strategist, Senior Associate
Freestone Capital Management
About this role
Freestone, a well-established independent wealth and asset management firm, is seeking a detail-oriented financial planner to join their Wealth Planning Team. The role involves creating financial plans, researching, and educating advisors to support client solutions and business growth. The company offers professional growth opportunities, competitive compensation, and a collaborative culture.
Skills
About Freestone Capital Management
freestonecapital.comFreestone Capital (also operating as Freestone Capital Management) is an independent Seattle-based wealth services firm with offices across California and Alaska. The firm provides wealth management, financial planning, and asset management to help individuals and families manage investments, plan for retirement, and coordinate financial goals. Freestone emphasizes personalized, client-focused advice and aims to give clients the “freedom to focus on what truly matters.”
Recent company news
PR NewswireForbes Names Freestone Capital Management One of America's Top RIA Firms for 2025
Oct 2, 2025
Multi-Housing NewsGT Capital, Freestone Acquire Seattle Multifamily Asset for $44M
Nov 26, 2025
PR NewswireFreestone Capital Management Expands Bay Area Team with the Addition of Seton McAndrews
Sep 8, 2025
Private Equity Real Estate | PEREFundraising woes drag down the PERE 100 and PERE 200
Jun 2, 2025
PR NewswireSeattle-based GT Capital and Freestone Capital Management Expands Seattle Portfolio with Acquisition of Lock Vista Apartments
Nov 25, 2025
About Freestone Capital Management
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Freestone Capital Management.
Salary
$110k – $140k
per year