About this role
Associate Director, Client Advisory at Pathstone. Location: Winter Park, Florida, United States. Role: managing relationships, implementing investments, preparing reports Requirements: Bachelor's degree required; advanced degree or professional certification required. 5+ years wealth management experience; Series 65 required (or within 90 days). Strong Excel and Microsoft Office skills; Salesforce preferred. Category: Finance and Accounting Seniority: Senior Level Tools: Microsoft Excel, Microsoft Office, Salesforce Certifications: series 65, cfp, cfa Commitment: Full Time Workplace: Onsite Languages: English