Company · 46 open roles
Careers at PathStone
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46 positions at PathStone
Placement & Career Services Developer
PathStone·Vineland, New Jersey, United States
Placement & Career Services Developer at PathStone. Location: Vineland, New Jersey, United States. Role: building relationships, conducting outreach, managing records Requirements: High school diploma, 1+ year relevant experience (or up to 3 years training/proficiency), bilingual…
Associate, Client Advisory
Pathstone·Conshohocken, Pennsylvania, United States
Associate, Client Advisory at Pathstone. Location: Conshohocken, Pennsylvania, United States. Role: supporting team, preparing documents, reconciling reports Requirements: Bachelor's degree required. Strong analytical, client service, and communication skills. Microsoft Office (E…
Manager, Client Advisory
Pathstone·Boulder, Colorado, United States
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 pref…
Placement & Career Services Developer
PathStone·Williamson or Poughkeepsie or Middletown or Albion
Placement & Career Services Developer at PathStone. Location: Williamson or Poughkeepsie or Middletown or Albion. Role: building relationships, conducting outreach, securing placements Requirements: High school diploma; 1+ year job placement/marketing experience (up to 3 years tr…
Teacher Level 3
PathStone·Lehighton, Pennsylvania, United States
Teacher Level 3 at PathStone. Location: Lehighton, Pennsylvania, United States. Role: planning activities, maintaining records, conducting visits Requirements: Bachelor's in early childhood or related field, 2 years working with children 6 weeks–5 years, driver's license and insu…
Associate, Client Advisory
Pathstone·Alexandria or Potomac
Associate, Client Advisory at Pathstone. Location: Alexandria or Potomac. Role: supporting team, preparing reports, communicating clients Requirements: Bachelor's degree required; prior client operations/financial industry experience preferred; strong analytical, communication, a…
Associate, Client Advisory
Pathstone·Bellevue, Washington, United States
Associate, Client Advisory at Pathstone. Location: Bellevue, Washington, United States. Role: supporting team, drafting documents, reconciling reports Requirements: Bachelor's degree required; strong analytical, client service, and communication skills; Microsoft Office (Excel) p…
Client Service Associate
Pathstone·Boston, Massachusetts, United States
Client Service Associate at Pathstone. Location: Boston, Massachusetts, United States. Role: managing relationships, processing onboarding, resolving issues Requirements: Bachelor's degree, 1+ years client relationship or account management experience, Series 65 required or must …
Senior Client Advisor
Pathstone·Newtown Square, Pennsylvania, United States
Senior Client Advisor at Pathstone. Location: Newtown Square, Pennsylvania, United States. Role: advising clients, implementing investments, preparing reports Requirements: Bachelor's in business/finance required, 7+ years wealth management experience, strong analytical and clien…
Associate Director, Client Advisory
Pathstone·Winter Park, Florida, United States
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 we…
Placement & Career Services Developer
PathStone·Kennett Square, Pennsylvania, United States
Placement & Career Services Developer at PathStone. Location: Kennett Square, Pennsylvania, United States. Role: maintain records, outreach recruitment, develop employment opportunities Requirements: High school diploma; 1-3 years in training/marketing or related; bilingual Engli…
Senior Salesforce Administrator
Pathstone·Atlanta or Newtown Square or Alexandria
Senior Salesforce Administrator at Pathstone. Location: Atlanta or Newtown Square or Alexandria. Role: administering platform, designing flows, overseeing integrations Requirements: 4+ years Salesforce experience, strong Salesforce platform knowledge, ability to design complex fl…
Associate Director, Financial Planning & Analysis
Pathstone·Newtown Square, Pennsylvania, United States
Associate Director, Financial Planning & Analysis at Pathstone. Location: Newtown Square, Pennsylvania, United States. Role: leading profitability, developing models, forecasting budgets Requirements: Bachelor's degree in finance-related field, 10+ years FP&A or corporate/strateg…
Associate Director, Financial Planning & Analysis
Pathstone·Boston or New York or Bellevue or Atlanta or Potomac or Winter Park or Denver
Associate Director, Financial Planning & Analysis at Pathstone. Location: Boston or New York or Bellevue or Atlanta or Potomac or Winter Park or Denver. Role: analyzing profitability, forecasting finances, building models Requirements: Bachelor's degree in finance-related field, …
Senior Associate, Tax
Pathstone·Atlanta or Bellevue or Boston or Newtown Square or New York or Potomac or Englewood
Senior Associate, Tax at Pathstone. Location: Atlanta or Bellevue or Boston or Newtown Square or New York or Potomac or Englewood. Role: preparing returns, supervising staff, researching tax Requirements: Bachelor's in accounting or related field required, CPA preferred; 3+ years…
Client Manager
Pathstone·Austin, TX
Company Description: Pathstone is a growing wealth management firm serving ultra-high net worth families, single family offices, foundations, and endowments. We are united by a clear purpose: to help clients pursue their Preferred Life — with clarity, confidence, and long-term su…
Senior Associate, Client Advisory
Pathstone·Bellevue, WA
Company Description: Pathstone is a growing wealth management firm serving ultra-high net worth families, single family offices, foundations, and endowments. We are united by a clear purpose: to help clients pursue their Preferred Life — with clarity, confidence, and long-term su…
Associate, Tax
Pathstone·Atlanta or Boston or Newtown Square or New York or Potomac or Englewood or Alexandria
Associate, Tax at Pathstone. Location: Atlanta or Boston or Newtown Square or New York or Potomac or Englewood or Alexandria. Role: preparing returns, conducting research, managing assignments Requirements: Bachelor's in accounting (150 credit hours preferred), 2+ years public ac…
Assistant Teacher PreK
PathStone·Reading, Pennsylvania, United States
Assistant Teacher PreK at PathStone. Location: Reading, Pennsylvania, United States. Role: assist teacher, maintain environment, record documentation Requirements: High school diploma; 1 year related child care experience preferred; bilingual preferred; TB test and health clearan…
PreK Teacher, Level 2
PathStone·Lehighton, Pennsylvania, United States
PreK Teacher, Level 2 at PathStone. Location: Lehighton, Pennsylvania, United States. Role: teaching, planning, reporting Requirements: Bachelor's in ECE/related field; 2 years experience; PA ECE certification; strong written and verbal skills; bilingual preferred; required healt…
PreK Teacher, Level 1
PathStone·Lehighton, Pennsylvania, United States
PreK Teacher, Level 1 at PathStone. Location: Lehighton, Pennsylvania, United States. Role: Planning activities, Maintaining environment, Documenting reports Requirements: Bachelor's or advanced degree in Early Childhood Education or related field and 2 years experience with chil…
Health and Family Engagement Coordinator
PathStone·Reading, Pennsylvania, United States
Health and Family Engagement Coordinator at PathStone. Location: Reading, Pennsylvania, United States. Role: maintain documentation, develop assessments, build partnerships Requirements: High School diploma with 1 year of experience with children and families; must obtain Family/…
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