Client Advisory Associate: Wealth Strategy & Ops

Pathstone is seeking a dedicated professional to support our Client Advisory Team in Conshohocken, PA. This role involves assisting with client service activities, administrative tasks, and special projects, such as preparing investment analysis and client presentations. The ideal candidate will hold a Bachelor's degree and possess strong analytical, communication, and client service skills. Experience in the financial management industry is a plus but not required for recent graduates. Pathstone is committed to providing a supportive work environment and offers a comprehensive benefits program.