About this role
Manager, Client Advisory at Pathstone. Location: Boulder, Colorado, United States. Role: supporting clients, implementing investments, preparing reports Requirements: Bachelor's degree required; Series 65 required (or within 90 days); 4+ years financial management experience preferred; CFP preferred; strong analytical, client service, Excel and reporting skills; Salesforce preferred. Category: Finance and Accounting Seniority: Mid Level Tools: Microsoft Office, Microsoft Excel, Salesforce Certifications: series 65, cfp Commitment: Full Time Workplace: Hybrid Languages: English