Client Advisory Specialist, Wealth Management
Listed on 2026-10-07
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Finance & Banking
Financial Advisor / Consultant, Wealth Management
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.
The Client Advisory Specialist, Wealth Management role at Pathstone is now open for applications in Potomac, MD, United States.
This opportunity is for the Client Advisory Specialist, Wealth Management role at Pathstone.
We are seeking a motivated Client Advisory Specialist, Wealth Management to join Pathstone in Potomac, MD, United States.
Consider building your career as a Client Advisory Specialist, Wealth Management at Pathstone.
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