Wealth Strategist

Who We Are

At Freestone, we believe in making a meaningful difference by focusing on what truly matters to our clients. With a 25-year history of consistent growth and success, we are an independent wealth and asset management firm with over $11 billion in assets under advisement. Headquartered in Washington, with a team of over 115 professionals, we are dedicated to delivering a highly personalized experience that combines intelligent, thoughtful advice with unique investment strategies and comprehensive financial planning.

About the Role

We are seeking a highly motivated, detail-oriented, and experienced financial planner to join our in-house Wealth Planning Team! This person serves as a generalist, creating financial plans, conducting ongoing research, and providing education to advisors. Our Wealth Planning Team makes a meaningful impact on our business by supporting our client advisors in developing customized personal financial solutions for both new and existing clients.

Freestone is committed to your professional development and offers a path for career advancement within the organization.

Key Responsibilities:

• Provide support to Client Advisor teams and their clients in areas including retirement analysis, Social Security and Medicare planning, education planning, tax projections, charitable planning, insurance needs, executive compensation, stock option analysis, estate planning, and cash flow analysis

• Accurately input data into financial planning software, construct and update financial analyses, and identify planning issues and opportunities

• Develop actionable recommendations to address clients' planning needs

• Compile, input, and monitor CRM workflows related to client financial planning requests

• Support the creation and delivery of internal training programs

• Conduct research and assist in developing client-facing presentations

• Stay informed of and communicate updates on changing laws and regulations related to financial planning, tax, and estate issues

• Perform ad-hoc research around planning questions, such as Social Security, Medicare planning, and retirement planning

• Assist in managing and expanding new and existing relationships with our wealth planning vendors, including RightCapital, Holistiplan and Vanilla

• Manage and continue to expand our Professional Contact referral list to ensure clients receive best-in-class services

Qualifications & Skills:

• 3 to 5 years of experience in wealth management, with a preference for previous experience in a Registered Investment Advisor (RIA) firm

• CFP designation preferred, or a commitment to obtain within 1-2 years

• Bachelor's degree in Financial Planning, Finance, Accounting, Business Administration, or a related field preferred

• Proficiency in tax, investments and estate planning strategies as relates to holistic planning

• Experience with financial planning software (RightCapital, Vanilla, Holistiplan) highly desirable

• Strong project management skills and an enthusiasm for continuous learning

• Excellent professional communication skills and business acumen

Why Join Us?

• The expected base salary for this position is $85,000 - $100,000 depending on experience and skill set. In addition, the position is eligible for a discretionary bonus based on company and individual performance

• Comprehensive benefits, including medical, dental, vision, and prescription coverage, 401(k) matching, life and disability insurance, parental leave, and flex spending

• Generous paid time off-17 days of vacation in your first year, plus 10 paid holidays, and Summer Fridays

• Meal perks, company events, team celebrations, and more

• A collaborative, fun, and supportive culture where you're encouraged to innovate and grow

Our Core Values

• Commitment: You bring passion, integrity, and energy to everything you do

• Collaboration: Working together makes us stronger, smarter, and more innovative

• Continuous Improvement: We're all about growth-both for our clients and ourselves

Freestone is an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law.

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