Associate Director, Wealth Planning
PathstoneBoston, Massachusetts, United States • Newtown Township, Pennsylvania, United States • Maryland, United States • Winter Park, Florida, United States • Atlanta, Georgia, United States • Bellevue, Washington, United States • Boulder, Colorado, United States
Posted March 24, 2026
110000 - 113000 USD
Full Time
About the Company
Pathstone is a growing wealth management firm serving ultra-high net worth families, single family offices, foundations, and endowments.
Job Description
Pathstone is a growing wealth management firm seeking an Associate Director, Wealth Planning. The role provides technical expertise and qualitative sensitivities to coordinate clients' overall estate, philanthropic, and income tax planning. Key responsibilities include building and deepening relationships with ultra-high-net worth clients and prospects, designing and implementing wealth transfer strategies, and advocating for clients' qualitative goals throughout the planning process.
Requirements
- Juris doctorate.
- 2+ years' experience, preferably in a legal, tax, or wealth management environment.
- Great attention to detail, with the ability to see the 'big picture'.
- Skilled in Excel and PowerPoint.
- Integrity and confidentiality at the highest level.
- Ability to work independently, be flexible, and adapt to changing circumstances.
Benefits
- Comprehensive medical, vision, and dental coverage
- Flexible spending options
- Flexible PTO
- Life insurance
- Education support
- 401(k) plan
- Parental leave
