Vice President, Client Advisory
Pathstone
- Salary
- $175k
- Experience
- 4+ yrs
- Location
- Atlanta or Austin or Bellevue or Boston or Boulder or New York City or San Francisco
- Job type
- Full-time
About the role
Bachelor's degree required; advanced degree (MBA, JD or equivalent) required; Series 65 required within 90 days; CFA/CFP preferred; 4+ years finance experience preferred; must not require visa sponsorship.
About Pathstone
Privately held wealth advisory and family-office firm serving ultra-high-net-worth families, single-family offices, foundations, and endowments.
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