Client Advisory Specialist, Wealth Management

Pathstone, a growing wealth management firm with offices nationwide, seeks a Client Advisory Assistant for its Potomac, MD office. You will support a Client Advisory Team in delivering client service, preparing performance analyses, and coordinating investment-related materials.

The role requires a Bachelor's degree and 1–3+ years in financial management; CFP track is preferred but not required. Strong analytical and communication skills are essential, with a proactive, detail-oriented approach.