Pathstone

Senior Client Advisor

Newtown Square, PA · Senior

No sponsorshipDetected 4 days ago

SalesforceBusiness DevelopmentAccountingTaxResearchLeadershipCommunicationProblem SolvingMentoringMicrosoft OfficeCFA

About the role

Pathstone is a growing wealth management firm serving ultra-high net worth families, single family offices, foundations, and endowments.
This position is a key member of the Client Advisory Team, supporting Directors and Managing Directors in delivering comprehensive wealth management services to ultra-high-net-worth clients.
Advisory roles at Pathstone represent a long-term career path with increasing client engagement and complexity over time.

Client Advisory & Relationship Support
Manage and maintain multiple client relationships, in both a primary and support capacity with the goal of becoming the trusted advisor for our client families.
Partner with our wealth planning team (when applicable) to ensure clients' income tax, estate, and philanthropic plans are executed.
Prepare and maintain client balance sheet and data aggregation (when applicable).
Source and support the team in identifying and pitching new potential clients.
Support the Client Advisory Team in implementing Investment Research Team's guidance.
Create and maintain investment policy statements for clients.
The office serves approximately 250 families and manages $22 billion of assets under advisement.
to help clients pursue their Preferred Life - with clarity, confidence, and long-term support across the full landscape of wealth and well-being.

Bachelor's degree in business, finance, accounting, economics, or a related field required.
10+ years of experience in wealth management or financial advisory required with demonstrated client engagement experience.
This role offers the opportunity to deepen client engagement, expand technical expertise, and contribute meaningfully to a growing advisory platform serving sophisticated clients with complex needs.
7 - 10+ years of experience in wealth management or financial advisory required with demonstrated client engagement experience.
Professional Attributes:
Detail-oriented with the ability to manage time-sensitive matters effectively.
Solid proficiency in Microsoft Office, particularly Excel. Salesforce experience preferred.
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.

Strong analytical, quantitative, and problem-solving skills.
Solid proficiency in Microsoft Office, particularly Excel.
Salesforce experience preferred.
Comfortable communicating with clients and their professional advisors regarding investments, high-level estate planning items, investment and financial markets, and high-level tax planning items.
Foundational knowledge of investments, including mutual funds, separately managed accounts, and alternative investments.
Demonstrated initiative, professionalism, and the ability to prioritize competing demands.
Excellent verbal and written communication skills.
Motivated to learn, grow, and assume increasing responsibility over time.

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.

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.

This listing is sourced directly from Pathstone's careers page and normalized into a canonical job model.