Associate, Client Advisory

Pathstone•San Francisco, CA

2d•$65,000 - $90,000•Onsite

About The Position

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. Our 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. With 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. Pathstone 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. Our people are our greatest asset, and we offer a competitive, flexible benefits program designed to support life both inside and outside of work. 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. We seek Client Advisory Associates in our San Francisco office. These are 2-year, entry-level associate positions with the potential for top-performing associates to expand and extend their engagements for up to an additional 3 years in the Senior Associate position.

Requirements

Bachelor's degree.
Less than two years of work experience.
Interest in financial markets and client service.
Enjoy working collaboratively and problem-solving in a diverse team environment where accountability and initiative are required.
Keen interest in developing deep knowledge of client service, portfolio management, investments, and financial markets.
Intellectually curious, creative problem-solver who is not afraid to ask questions.
Strong oral and written communication skills.
Desire and ability to provide excellent client service.
Top-notch organizational skills.
Strong ability to balance time-sensitive priorities while maintaining a high level of attention to detail.
Thrive in a fast-paced, deadline-oriented environment with multiple supervisors.
Prioritize operating ethically and professionally, demonstrate a strong sense of integrity, and consistently exercise good judgement.
Welcome feedback and are quick to act upon it.
Operate with a positive, proactive, “no-job-is-too-small” attitude.
Proficiency in Microsoft Excel, PowerPoint and Word.
Comfortable with and able to quickly learn new technology platforms.
Interested in learning how to use and optimize AI for day-to-day workflows in a creative manner.
Must be able to provide visa sponsorship.

Nice To Haves

Working knowledge of Addepar and Salesforce.

Responsibilities

Manage investment portfolios for high-net-worth families and institutions.
Produce performance reports and presentations.
Provide exceptional client service.
Assist with building client portfolios.
Participate in special projects, such as asset class deep dives, portfolio reviews, and spending analyses.
Coordinate complex estate-planning transactions such as transfers of interest, partnership distributions, and charitable gifting.
Manage risk across client relationships by closely adhering to firm and regulatory policy, procedures, and processes.
Provide high-quality client service with frequent interactions with clients, family office staff, tax advisers and investment managers.
Join both internal investment meetings as well as client meetings.
Complete independent work for clients, primarily using Excel and PowerPoint, as well as other software programs including Addepar and Salesforce.
Assist teams with portfolio reporting, financial analyses and producing client presentations.
Work closely with the Data Operations team on data review.
Work with the Investment Operations team to facilitate the execution of transactions for clients.
Be involved in firm-enhancing initiatives, from various committees to recruiting, training, and mentorship.