Jobs in the United States

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RN Resident Inpatient Rehab
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Bend, OR
…residency. Applicants who are accepted into the RN Resident program will be asked to commit to working at St. Charles Health System for at least two…
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Technical Program Manager
PACCAR
Lewisville, TX
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Director of Technical Enablement
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Investigation Lead II
Baxter Healthcare Corporation
Round Lake, IL
Analyze evidence from manufacturing records, laboratory data, interviews, process observations, and technical reports to identify findings and support objective conclusions.
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Round Lake, IL
Support Quality Management System (QMS) processes by maintaining records, tracking activities, and assisting with change controls, CAPAs, complaints, nonconformances, audits, and other…
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Quality Associate III
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Quality Associate II
Baxter Healthcare Corporation
Round Lake, IL
As a Quality Investigation Lead, you will serve as a key contributor within Baxter's Quality-led investigation program. You will independently manage investigations from initiation through…
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Part-Time Nabisco Merchandiser/Order Writer
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Sullivan, MO · Union, MO · Owensville, MO · MO
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Senior Manager, Warehouse System Solutions
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Senior Associate - Compliance
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Vice President of Information Security
Uline, Inc.
Pleasant Prairie, WI · Milwaukee, WI · Waukegan, IL · Glenview, IL · Kenosha, WI
…Information Security, you will oversee our Information Security program and operations, guide critical solution investments and strengthen the strategies that protect our technology,…
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Sr. CyberArk Implementation Engineer or Architect
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Atlanta, GA, GA
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Senior Sales Manager
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Communicate with management on customer or field issues.
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Compliance Manager (Hybrid) Baltimore or Bethesda, MD.
ERES1 Enterprise Residential LLC
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- $61,127 to $76,700 USD / year
Oversee operations, marketing, financial management and maintenance of the assigned property.
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Surgical Neuro Trauma ICU Nurse
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- $35 to $58.63 USD / hour
…dedication to excellence in a fast-paced environment will not only support patient recovery but also fuel your own career…
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Respiratory Therapist
St Francis Hospital
Colorado Springs, CO
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Case Manager II
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…which document contacts, progress towards identified goals, program participation, referrals, discharge planning and other case management…
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Facilities & Maintenance Manager
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+ Utilize Computerized Maintenance Management Systems (CMMS) or Enterprise Resource Planning (ERP) software to track work orders, asset history, and KPIs.
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Full-Time Beauty Lead Advisor - Sephora
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- Full-time
Support inventory management from receipt to sale, including freight processing, back stocking, inventory counts and price changes
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Full-Time Beauty Lead Advisor - Sephora
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Support inventory management from receipt to sale, including freight processing, back stocking, inventory counts and price changes

Pathstone

Associate, Client Advisory

Winter Park, FL, United States

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Job details

Education: Bachelor’s degree
Posting language: English
Posted: Nov 5, 2026

Original job description

Pathstone Associate Program: A Client Advisory CareerPath!

Pathstone'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.

This 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.

Job 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.

The 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.

Through 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.

This role supports the firm’s Winter Park, FL office with a start date in the summer of 2027.

Learning 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.

As 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.

Qualifications:

Bachelor’s degree completed by the summer of 2027 is required.
Prior 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.
Basic understanding of investments including mutual funds, separately managed accounts, and alternative investments is preferred.
Solid analytical, quantitative, problem-solving, and client service skills.
Detail-oriented and ability to handle time-sensitive issues.
Strong Microsoft Office suite skills, particularly Excel.
A positive attitude and initiative in all aspects of the position.
The ability to prioritize tasks in the face of competing demands.
Engaged in learning and growing, and motivated to take on new challenges.
Strong verbal and written communication skills.
Interested in learning how to use and optimize AI for day-to-day workflows in a creative manner.

Company 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.

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.

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.

As 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.

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Skills

Reporting
Record keeping
CFA
Collaboration
Financial management
Problem solving
Microsoft Office
Microsoft Excel
Prioritization
Communication skills

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