Associate, Client Advisory

Associate, Client Advisory Pathstone has created an Associate Program to be an entry point to a career in Advisory at our firm. As part of this program, Associates will develop the skills and experience to work with some of the most complicated and sophisticated families in the wealth management industry. The program combines a combination of hands-on experience as well as a week-long formal learning program with other Associates from our offices across the country. This program is ideal for passionate and engaged individuals who have an interest in a career in wealth management and have the interpersonal skills and results orientation to actively contribute to the Pathstone team and culture. Assist the Client Advisory Team(s) in all manners of client service and daily operations, as well as special projects. Primary responsibility is supporting the daily operations of individual Client Teams. This can include completing account applications, preparing fund subscription documents, accounting and reporting maintenance, and assisting in the development of client presentation materials. In addition, the Associate will collaborate with client teams to process money movements and execute trades within accounts, while following the process through in tandem with the firm's Capital Markets Group. Associates manage task flow and record keeping inside our firms' CRM ensuring we have accurate and timely execution. Through the evolution of an Associate's CareerPath, there will be opportunities for further professional development through internal programs at the firm and by studying for a professional certification (CFP, CFA). Due to Pathstone's fast growth, we have associate positions available in many of our office locations. The specific placement will be determined as part of the hiring process. Potential locations include: Bellevue, WA Englewood, NJ Newtown Square, PA Potomac, MD (DC Metro) Winter Park, FL While there are various potential locations for new associate placement, this post is for consideration in our Bellevue, WA office with a start date in the summer of 2025. Pathstone provides our teammates with development opportunities empowering them to be their best selves in their current and future roles. We desire to have passionate and engaged individuals who have the tools and skillsets to better Pathstone's culture and to continue to perfect the client experience. Through an immersive in-person learning experience, our Client Advisory Associates spend a week collaborating and learning alongside peers from across the country. The Learning Objective for this training is to reinforce an Associate's core Roles