Pathstone

Pathstone

Senior Associate, Client Advisory

Bellevue, WA · Senior

No sponsorship$81k-$85kDetected 4 days ago
AccountingCommunicationProblem SolvingMicrosoft Office

About the role

  • Company Description: Pathstone is a growing wealth management firm serving ultra-high net worth families, single family offices, foundations, and endowments.
  • Pathstone is committed to making a meaningful difference for clients and their families, while fostering a supportive, purpose-driven environment for our professionals.

Responsibilities

  • Provide support to a Client Advisory team in the communication and implementation of client investment strategies.
  • Prepare client documentation: draft letters of instruction, complete account applications, manager agreements, and fund subscription documents, organize supporting documentation, and follow the process through in tandem with the firm's Capital Markets Group.
  • Provide additional support in the quarterly reporting process, specifically in reconciling and otherwise reviewing client reports.
  • This role supports the firm's Bellevue, WA office.
  • to help clients pursue their Preferred Life - with clarity, confidence, and long-term support across the full landscape of wealth and well-being.

Requirements

  • Bachelor's degree in related field is required (Business, Finance, Accounting, Economics).
  • Shows a positive attitude and initiative in all aspects of the position, as well as demonstrates the ability to prioritize tasks in the face of competing demands.
  • 1 - 3+ years of experience in the financial management industry is required. CFP is preferred.
  • Strong analytical, quantitative, problem-solving, and client service skills.
  • Proactive, detail-oriented and understands time-sensitive issues.
  • Strong verbal and written communication skills.
  • Skill with PC and Microsoft Office suite, particularly Excel.
  • Enjoys learning and growing and is motivated to take on new challenges.
  • Basic understanding of investments including mutual funds, separately managed accounts, and alternatives.
  • Pay Transparency: Pathstone's expected starting base compensation range for the position as of the time of this posting is $81,000 - $85,000 per year. The actual base compensation selected for this role will be set based on a variety of factors, including (but not limited to) experience, education, specialty and training. The successful candidate(s) may also be eligible for a discretionary bonus award.
  • Visa Sponsorship: Please note, we are unable to provide visa sponsorship for the position offered. Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in the future.
  • Pathstone is proud to be an equal opportunity employer.

Nice to have

  • 3+ years of experience in the financial management industry is required.
  • CFP is preferred.
  • Comfort speaking with clients and their other professional relationships concerning money movement, account openings, trades within accounts, and basic daily operations is a plus.

Compensation

  • Pathstone's expected starting base compensation range for the position as of the time of this posting is $81,000 - $85,000 per year.
  • The actual base compensation selected for this role will be set based on a variety of factors, including (but not limited to) experience, education, specialty and training.

Benefits

  • include comprehensive medical, vision, and dental coverage, flexible spending options, flexible PTO, life insurance, education support, a 401(k) plan, parental leave, and more.
  • Our people are our greatest asset, and we offer a competitive, flexible benefits program designed to support life both inside and outside of work.
  • The actual base compensation selected for this role will be set based on a variety of factors, including (but not limited to) experience, education, specialty and training.
  • The successful candidate(s) may also be eligible for a discretionary bonus award.

Equal opportunity

  • equal opportunity employer.

Visa & Work Authorization

  • Please note, we are unable to provide visa sponsorship for the position offered.
  • Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in the future.
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This listing is sourced directly from Pathstone's careers page and normalized into a canonical job model.