{"id":3851243,"url":"https://alion.io/job/pathstone-associate-client-advisory-12","title":"Associate, Client Advisory","company":{"id":707447,"name":"Pathstone","domain":"pathstone.com","url":"https://alion.io/company/pathstone","size_band":"501-1000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Greenhouse","truth_index":{"grade":"B","score":70,"open_postings":5,"ghost_share":0,"stale_share":1,"repost_share":0,"time_to_fill_p50_days":62,"computed_at":"2026-11-07T05:47:08Z"}},"role":"Sales","role_family":"Sales","seniority":null,"employment_type":null,"work_mode":"hybrid","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Bellevue, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":72500,"max":82500,"currency":"USD","period":"year","gross":null,"usd_annual":82500},"salary_estimate":null,"experience_years_min":null,"visa_sponsorship":true,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Office","optional":true}],"status":"live","first_seen_at":"2026-11-06T00:09:03Z","employer_posted_date":"2026-11-06","last_verified_at":"2026-11-07T09:52:36Z","board_verified":true,"closed_at":null,"days_open":1,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":1},"description":"Pathstone Associate Program: A Client Advisory CareerPath!\nPathstone's Client Advisory Associate Class is designed to accelerate the development of Associates as they begin their careers serving some of the most sophisticated families, family offices, and institutions in the industry. Through a combination of immersive learning, hands-on experiences, cross-functional collaboration, and relationship building, Advisory Associates gain a deeper understanding of how Pathstone delivers exceptional client service.\nThis job is ideal for curious, collaborative, and growth-oriented individuals who are eager to develop their advisory capabilities, deepen their understanding of the client experience, and contribute to Pathstone's culture of excellence, accompaniment, and continuous learning.\nJob Description: In this role, the Associate will work closely with Client Advisory Teams to help deliver an exceptional client experience and support the day-to-day operations of client relationships. Responsibilities include completing account applications, preparing fund subscription documents, accounting and reporting maintenance, and assisting in the development of client presentation materials and other special projects.\nThe Associate will also partner with client teams to process money movements and execute trades within accounts, while following the process through in tandem with the firm’s Capital Markets Group. In addition, they play an important role in managing task flow and record keeping inside our firm’s CRM, ensuring we have accurate and timely execution.\nThrough the evolution of an Associate’s CareerPath, there will be opportunities for further professional development through internal programs at the firm and support in pursuing professional certifications such as the CFP and CFA.\nThis role supports the firm’s Bellevue, WA office with a start date in the summer of 2027.\n\nLearning Program: At Pathstone, we are committed to helping our team members grow and thrive throughout their careers. Through a variety of learning and development opportunities, we equip Associates with the skills, knowledge, and experiences needed to deliver an exceptional client experience, contribute to our collaborative culture, and prepare for future opportunities within the firm.\nAs part of this commitment, Client Advisory Associates participate in an immersive, in-person learning experience, spending a week collaborating and learning alongside peers from Pathstone offices across the country. Through interactive training sessions, live simulations, and cross-functional collaboration, Associates strengthen their understanding of core roles and responsibilities and develop meaningful relationships with colleagues and subject matter experts across the firm.\nQualifications:\nBachelor’s degree completed by the summer of 2027 is required.\nPrior experience in the financial management industry, specifically Client Operations and Administration, and past full-time office experience is a plus, but not required for recent graduates.\nBasic understanding of investments including mutual funds, separately managed accounts, and alternative investments is preferred.\nSolid analytical, quantitative, problem-solving, and client service skills.\nDetail-oriented and ability to handle time-sensitive issues.\nStrong Microsoft Office suite skills, particularly Excel.\nA positive attitude and initiative in all aspects of the position.\nThe ability to prioritize tasks in the face of competing demands.\nEngaged in learning and growing, and motivated to take on new challenges.\nStrong verbal and written communication skills.\nInterested in learning how to use and optimize AI for day-to-day workflows in a creative manner.\nCompany Description: Pathstone is a growing wealth management firm serving ultra-high net worth families, single family offices, foundations, and endowments. We are united by a clear purpose: to help clients pursue their Preferred Life - with clarity, confidence, and long-term support across the full landscape of wealth and well-being.\nOur services include investment advisory, as well as integrated planning and coordination across key areas such as tax strategy, risk management guidance, wealth and estate planning support, philanthropic planning, and family governance - helping clients navigate complexity and make informed decisions aligned with their goals.\nWith more than 20 office locations and over $185 billion in client assets under management, advisory, administration, and related services, Pathstone has expanded significantly over the past five years, reflecting sustained momentum and continued investment in our team and platform.\nPathstone is committed to making a meaningful difference for clients and their families, while fostering a supportive, purpose-driven environment for our professionals. Team members are encouraged to pursue their interests and contribute to the firm’s culture through committees and initiatives that help shape our shared mission.\nPay Transparency & Benefits: The expected base salary range for this position is $72,500 to $82,500 per year. The actual base salary offered will be determined based on job-related factors, which may include experience, education, skills, qualifications, training, and geographic location. The successful candidate may also be eligible for a discretionary bonus.\nOur people are our greatest asset and we offer a competitive and comprehensive benefits program that includes medical, dental, and vision coverage; flexible spending options; flexible paid time off; life insurance; education support; a 401(k) plan; parental leave; and other benefits. Eligibility and specific benefit provisions are subject to the terms of the applicable plans and company policies.\n 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.\nPathstone is proud to be an equal opportunity employer.\nAs you explore opportunities, know that Pathstone communicates with candidates exclusively through an @pathstone.com email address. We do not make unsolicited job offers, and we will never ask for personal or financial information through email or web forms. If you receive outreach that appears to be from Pathstone but originates from a different domain, please disregard it. \n#LI-Hybrid","description_format":"text","description_chars":6446,"description_truncated":false,"requirements":{"experience_years_min":null,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":["Continuous learning","Life insurance","Parental leave","Professional development"],"hiring_locations":[{"name":"United States","iso":"US","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Financial Services","Professional Services","Wealth Management & Financial Advisors","Asset Management & Funds"],"lifecycle":[{"event":"open","at":"2026-11-06T03:24:05Z"}],"visa":[],"liveness":{"score":95,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.946,"p_room":1,"age_days":1,"expected_fill_days":62,"reasons":["conf:4","wave","win:early"],"computed_at":"2026-11-07T05:47:08Z"},"pay":{"stated_usd_annual":82500,"is_top_pay":false},"html_url":"https://alion.io/job/pathstone-associate-client-advisory-12","json_url":"https://alion.io/job/pathstone-associate-client-advisory-12.json","meta":{"generated_at":"2026-11-07T13:13:27Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":15684,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-08T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":707447},"rest":"https://alion.io/mcp/rest/get_company?id=707447"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fpathstone-associate-client-advisory-12"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fpathstone-associate-client-advisory-12"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fpathstone-associate-client-advisory-12"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/pathstone-associate-client-advisory-12\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fpathstone-associate-client-advisory-12"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":3851243}},{"tool":"search_jobs","arguments":{"company":"pathstone.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":3851243},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. 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