Client Advisory Associate: Wealth & Portfolio
Listed on 2026-10-17
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Finance & Banking
Portfolio & Asset Management, Financial Advisor / Consultant, Wealth Management
Location: New York
Pathstone is a growing wealth management firm seeking Client Advisory Associates in its New York office. The role involves supporting portfolio reporting, client service, and collaboration with PMs to build client portfolios across multiple asset classes.
Hiring aligns with a two-year program with potential for extension to Senior Associate. Proficiency in Excel, PowerPoint, Word, and familiarity with Addepar and Salesforce are valued as you learn markets, reporting, and estate planning support.
This position is for the Client Advisory Associate:
Wealth & Portfolio Support role at Pathstone.
Consider building your career as a Client Advisory Associate:
Wealth & Portfolio Support at Pathstone.
The Client Advisory Associate:
Wealth & Portfolio Support position in the Finance, Management & Operations field is open for applications.
We have an opening for a Client Advisory Associate:
Wealth & Portfolio Support in New York, NY, United States within Finance, Management & Operations.
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