Description
Pathstone is hiring a Client Advisory Associate to support its Austin, Texas office by serving as a first point of contact for client inquiries, supporting client investment strategies, preparing account and investment documentation, coordinating with accountants and investment managers, reviewing quarterly reports, and mentoring Associates and Senior Associates. The role requires a bachelor’s degree in a related field, 4–7+ years of financial management experience, strong analytical and client-service skills, and familiarity with investments and Microsoft Office; CFP and AI productivity experience are preferred. Visa sponsorship is not available, and the position is onsite.
