Wealth Management Client Advisory Specialist
Job in
Winter Park, Orange County, Florida, 32792, USA
Listed on 2026-05-29
Listing for:
Pathstone
Full Time
position Listed on 2026-05-29
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Pathstone is searching for a Senior Associate to join their Client Advisory team in Winter Park, FL. This role involves supporting client service functions and daily operations, assisting in the communication of investment strategies, and providing administrative support.
The ideal candidate will have a Bachelor's degree in a relevant field and at least 1-3 years of experience in financial management. Strong analytical and client service skills are essential. Pathstone offers a supportive work environment and competitive benefits.
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