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Client Advisory Specialist, Wealth Management
Job in
Potomac, Montgomery County, Maryland, 20854, USA
Listed on 2026-08-24
Listing for:
Pathstone
Full Time
position Listed on 2026-08-24
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Pathstone, a growing wealth management firm with offices nationwide, seeks a Client Advisory Assistant for its Potomac, MD office. You will support a Client Advisory Team in delivering client service, preparing performance analyses, and coordinating investment-related materials.
The role requires a Bachelor's degree and 1–3+ years in financial management; CFP track is preferred but not required. Strong analytical and communication skills are essential, with a proactive, detail-oriented approach.
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