{"schemaVersion":"jobsearcher.job.v1","id":"5a6f6e2d63d6cf51110fe12c","url":"https://jobsearcher.com/jobs/5a6f6e2d63d6cf51110fe12c","canonicalUrl":"https://jobsearcher.com/jobs/5a6f6e2d63d6cf51110fe12c","title":"Wealth Client Advisory Operations Associate","description":"Pathstone, a wealth management firm in Potomac, MD, is seeking an individual to support the Client Advisory Team in providing exceptional service to clients. Responsibilities include assisting in the communication and implementation of client investment strategies, drafting necessary documents, and supporting the quarterly reporting process.\r\nIdeal candidates will possess a Bachelor's degree, strong analytical skills, and effective communication abilities. Competitive compensation is offered, with an expected starting salary between $65,000 and $72,500 annually.\r\nJ-18808-Ljbffr","company":"Pathstone","rawCompany":"pathstone","city":"Potomac","state":"MD","isRemote":false,"isActive":false,"createdAt":"2026-06-25T00:58:36.045Z","occupations":[{"code":"13-2052.00","title":"Personal Financial Advisors","slug":"personal-financial-advisors"},{"code":"41-3031.00","title":"Securities, Commodities, and Financial Services Sales Agents","slug":"securities-commodities-and-financial-services-sales-agents"},{"code":"43-3099.00","title":"Financial Clerks, All Other","slug":"financial-clerks-all-other"}],"industries":[{"code":"523940","title":"Portfolio Management and Investment Advice","slug":"portfolio-management-and-investment-advice"},{"code":"523999","title":"Miscellaneous Financial Investment Activities","slug":"miscellaneous-financial-investment-activities"},{"code":"523991","title":"Trust, Fiduciary, and Custody Activities","slug":"trust-fiduciary-and-custody-activities"}],"jobPosting":{"@context":"https://schema.org","@type":"JobPosting","title":"Wealth Client Advisory Operations Associate","description":"Pathstone, a wealth management firm in Potomac, MD, is seeking an individual to support the Client Advisory Team in providing exceptional service to clients. Responsibilities include assisting in the communication and implementation of client investment strategies, drafting necessary documents, and supporting the quarterly reporting process.\r\nIdeal candidates will possess a Bachelor's degree, strong analytical skills, and effective communication abilities. Competitive compensation is offered, with an expected starting salary between $65,000 and $72,500 annually.\r\nJ-18808-Ljbffr","datePosted":"2026-06-25T00:58:36.045Z","dateModified":"2026-06-25T00:58:36.045Z","hiringOrganization":{"@type":"Organization","name":"Pathstone","sameAs":"https://jobsearcher.com"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Potomac","addressRegion":"MD","addressCountry":"US"}},"identifier":{"@type":"PropertyValue","name":"JobSearcher","value":"5a6f6e2d63d6cf51110fe12c"},"url":"https://jobsearcher.com/jobs/5a6f6e2d63d6cf51110fe12c"}}