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Opportunity Starts Here.
Be Supported, Entrepreneurial and Rewarded: Start Your Next Chapter as a Freestone Advisor.
Our ever-growing, 100% employee-owned wealth management firm is adding to our Client Advisor team. We seek individuals who are passionate about helping their clients focus on what truly matters to them. If you are finding yourself wanting more from your current firm, we invite you to learn about ours.
We offer our Advisors a refreshing change from other wealth services firms:
We offer our advisors a platform with a full suite of services to best support your client’s needs.
Our wealth planning team is a resource for any financial planning inquiries. Leveraging technology, we provide tactical and analytical solutions for your clients and offer a transparent approach to financial planning opportunities. Our team is comprised of financial planners and a wealth strategist to assist with more complex tax and estate matters facing high net worth individuals and families.
A traditional 60/40 portfolio leaves little room for outperformance in weak stock and bond markets. At Freestone, we offer both traditional and alternative investments strategies for a more compelling portfolio construction. Our firm’s size and investor mindset lends itself to uncommon investment opportunities – many of which are unique to Freestone.
We want you to be the best advisor you can be. We embrace an entrepreneurial culture and provide the freedom to source and close your business on your terms. We celebrate the failures as well as the wins and promote a culture that encourages collaboration and scalability.
Your contributions matter and they make us better. We let you decide on how to run your business and provide the team support, complete with a solid foundation, to help you meet your business goals.
We believe your entrepreneurialism and hard work deserve to be rewarded. We feel your compensation should align to the level of work you are doing rather than an arbitrary salary. Simply put, we believe advisors that create significant value should participate in that value creation.
If this sounds more aligned to the work you feel you should be doing, we want you to take the next step.
Want to start the conversation and learn more? Fill out the confidential form and let's talk.