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Financial Services Financial Consultant

Junior Client Advisory Associate

Job in Potomac, Montgomery County, Maryland, 20854, USA
Listing for: Pathstone
Full Time position
Listed on 2026-02-04
Job specializations:
  • Finance & Banking
    Financial Services, Financial Consultant
Salary/Wage Range or Industry Benchmark: 65000 - 72500 USD Yearly USD 65000.00 72500.00 YEAR
Job Description & How to Apply Below
A prominent wealth management firm is seeking Associates for their Client Advisory Program, aiming to develop skills and experience in managing client relationships. Associates will assist with client service, operational tasks, and support Client Teams with project execution. The role is ideal for motivated individuals with a bachelor’s degree and an interest in wealth management. Competitive starting salary ranges from $65,000 to $72,500 per year, along with potential discretionary bonuses.

The position is located in Potomac, MD.
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Position Requirements
10+ Years work experience
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