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© All Rights Reserved. ApplyBlast.com
Pathstone
The Associate, Client Advisory role supports Pathstone's Client Advisory Teams in delivering exceptional client service and managing day-to-day client relationship operations. This position involves processing account applications, fund subscriptions, and financial transactions while maintaining accurate records in the firm's CRM. The role offers significant professional development opportunities, including support for certifications like the CFP and CFA, within a collaborative and growth-oriented environment.
Pathstone is a wealth advisory firm providing comprehensive financial planning and management services to individuals, families, family offices, and institutions. With over 775 team members and $185B+ in aggregate assets, the firm offers a broad range of capabilities including investment strategy, tax planning, estate and trust planning, philanthropy, and family governance. Pathstone serves as a fiduciary partner, helping clients navigate complex, multigenerational wealth to achieve their preferred life.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
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
View leadership team, funding history,
and employee contacts for Pathstone.
22% above the average for this role