Freestone Capital Management

Senior Software Engineer

5+ years of professional C# web development; SQL Server, SSIS/SSRS; Azure DevOps; Microsoft 365/Azure experience; financial services preferred.

Fund Accounting, Senior Associate

Fund Accounting Senior Associate

Bachelor’s in accounting/finance; active CPA; 3+ years tax or accounting; experience in financial services or fund accounting.

Client Service, Analyst

Client Service Analyst

Entry-level client service role in financial services; Series 65 within 12 months; 0-2 years experience; strong attention to detail; client-first communication.

Entry-level client service role in financial services; willing to obtain Series 65 within 12 months; 0-2 years experience; detail-oriented with strong communication.

Corporate and Regulatory Counsel 

JD with 3-5+ years in corporate law, including M&A and contracts; interest in compliance; collaborative and fast-paced environment.

Client Service Manager, Managing Director

Client Service Manager

8+ years professional experience with at least 3 years leading Client Service teams; RIA/wealth management experience preferred; strong financial acumen; detail-oriented; excellent writing and interpersonal skills.

Wealth Strategist, Senior Associate 

Wealth Strategist

3-5 years in wealth management; CFP preferred or pursuing; Bachelor in Financial Planning/Finance/Accounting/Business; proficiency in tax, investment, and estate planning; experience with RightCapital/Vanilla/Holistiplan; strong PM skills and communication.

Client Service, Associate 

Client Service Associate

2+ years client service in financial services; Series 65 or willingness to obtain; bachelor’s degree or substantial experience; strong attention to detail; able to manage multiple priorities; strong communication.

Client Service, Senior Associate

Senior Client Service Associate

4+ years client service in financial services; Series 65 or equivalent; Bachelor’s degree (or substantial experience); strong communication; mentoring ability; MS Office; familiarity with Tamarac and Schwab Advisor Center.

Corporate Counsel 

J.D. degree; 4–6+ years in transactional law with due diligence, M&A, real estate, and joint ventures.

2+ years client service in financial services; Series 65 or willing to obtain; bachelor's degree or substantial financial services experience; strong attention to detail; multi-task in a fast-paced setting; client-first mindset.

2–4+ years in client service in financial services; Series 65 preferred or willing to obtain; Bachelor’s in Finance or Business; strong organization, attention to detail, and communication.

Client Service

Bachelor’s degree; Series 65; 5+ years client service in financial services; proven team management; knowledge of investment management and financial planning; strong communication; organized; proficient in MS Office; Tamarac/Schwab Advisor Center preferred.

Client Advisor

6+ years in investment management or financial advisory; CFP or S65; strong communication and relationship skills; bachelor’s degree; proficient with MS Office.

5-15+ years in investment management or financial advisory; CFP or S65; Bachelor's degree; strong communication and relationship skills; proficiency with MS Office.

Title	Location	Date
Senior Software Engineer Full Time · $125K-$185K · 5+ YOE Seattle, Washington, United States · Onsite	Seattle, Washington, United States Onsite	May 6, 2026
Fund Accounting, Senior Associate Full Time · $100K-$150K · 3+ YOE Seattle, Washington, United States · Onsite	Seattle, Washington, United States Onsite	Apr 23, 2026
Client Service, Analyst Full Time · $81K · 0+ YOE San Francisco or Seattle · Onsite	San Francisco or Seattle Onsite	Apr 22, 2026
Client Service, Analyst Full Time · $81K · 0+ YOE Seattle, Washington, United States · Onsite	Seattle, Washington, United States Onsite	Mar 26, 2026
Corporate and Regulatory Counsel Full Time · $160K-$240K · 3+ YOE Seattle, Washington, United States · Onsite	Seattle, Washington, United States Onsite	Mar 10, 2026
Client Service Manager, Managing Director Full Time · $150K-$200K · 8+ YOE Seattle, Washington, United States · Hybrid	Seattle, Washington, United States Hybrid	Mar 10, 2026
Wealth Strategist, Senior Associate Full Time · $110K-$140K · 3+ YOE San Francisco, California, United States · Onsite	San Francisco, California, United States Onsite	Mar 2, 2026
Client Service, Associate Full Time · 2+ YOE Anchorage, Alaska, United States · Onsite	Anchorage, Alaska, United States Onsite	Feb 13, 2026
Client Service, Senior Associate Full Time · $110K-$125K · 4+ YOE San Francisco, California, United States · Onsite	San Francisco, California, United States Onsite	Feb 10, 2026
Corporate Counsel Full Time · $170K-$290K · 4+ YOE Seattle, Washington, United States · Onsite	Seattle, Washington, United States Onsite	Jan 22, 2026
Client Service, Associate Full Time · 2+ YOE Seattle, Washington, United States · Onsite	Seattle, Washington, United States Onsite	Jan 13, 2026
Client Service, Associate Full Time · $85K-$100K · 2+ YOE San Francisco, California, United States · Onsite	San Francisco, California, United States Onsite	Jan 12, 2026
Client Service, Senior Associate Full Time · $90K-$110K · 5+ YOE Seattle, Washington, United States · Onsite	Seattle, Washington, United States Onsite	Nov 17, 2025
Client Advisor Full Time · $150K-$175K · 6+ YOE San Francisco, California, United States · Onsite	San Francisco, California, United States Onsite	Sep 4, 2024
Client Advisor Full Time · 5+ YOE Seattle, Washington, United States · Onsite	Seattle, Washington, United States Onsite	Aug 27, 2024

Activities	Wealth managementAsset managementInvestment advisoryEstate planningTax planning
Headquarters	US
Industries	Wealth ManagementFinancial Services
Name	Freestone Capital Management
Employees	120
Type	Private
Parent Company	Freestone Capital Holdings, LLC
Subsidiaries	Freestone Investments LLCFreestone Asset ManagementFreestone Advisors LLC
Tagline	Independent wealth management firm providing personalized financial planning services.
Founded	1,999
Website	freestonecapital.com
Latest Funding Round	Private Equity
Latest Funding Year	2,012
Latest Funding Amount	40,000,000

Freestone Capital Management

About Freestone Capital Management