Client Advisory Associate

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.

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.

Description of Role: In the Client Advisory department at Pathstone, we work in teams to manage investment portfolios for high-net-worth families and institutions. Each team is structured to have one or two portfolio managers (PMs) who determine investment strategy and manager selection. The associates and senior associates work alongside the PMs to produce performance reports and presentations, provide exceptional client service and assist with building client portfolios.

In your work, you will learn about the financial markets, asset allocation, portfolio construction and various investment managers across a wide range of asset classes, including cash, fixed income, equities, hedge funds, private equity, venture capital, and real assets. You also could participate in special projects, such as asset class deep dives, portfolio reviews, and spending analyses. In addition, you may help to coordinate complex estate-planning transactions such as transfers of interest, partnership distributions, and charitable gifting. You will also learn to manage risk across client relationships by closely adhering to firm and regulatory policy, procedures, and processes.