Summer Advisory Internship

Pathstone•Boston, MA

10d•Onsite

About The Position

Our Advisory Intern Program is designed to immerse you in the world of family office services through the lens of our Client Advisory team. To deepen your understanding of the full client experience, this internship includes exposure to several key departments, such as Investment Research, Client Operations, and Professional Services, each playing a vital role in how we serve our clients. These opportunities provide a deep understanding of Pathstone’s business and an opportunity to learn from leaders across departments. Guided by our Distinctive Character, we are committed to delivering moments that matter to our clients while nurturing the next generation of Pathstone leaders. 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.

Requirements

Current junior with a 2028 graduation date
Curious and eager to learn, with an interest in understanding how your work contributes to broader client outcomes
Resourceful and proactive in taking initiative to solve problems
Adaptable communicator who listens well, seeks to understand, and collaborates effectively with others
Relationship-oriented, building trust and positive connections with colleagues and teammates
Passionate about helping others and delivering high-quality client experience
Accountable and dependable, following through on commitments and producing high-quality work
Interested in learning how to use and optimize AI to support day-to-day work and solve problems creatively