Paid Summer Wealth Advisory Internship

Pathstone; United States; Remote; USD 28,000 - 40,000; Full time

Job summary

Pathstone's Advisory Intern Program invites current juniors to explore wealth management through the Client Advisory team, with exposure to Investment Research, Client Operations, and Professional Services across several departments. You will join an Advisory team, contribute to projects, and gain hands-on experience delivering thoughtful, integrated client service.

The program runs 40 hours/week for 8 weeks in our Bellevue, WA; Boston, MA; Boulder, CO; Newtown Square, PA; and San Francisco, CA

Qualifications

• Current junior with a 2028 graduation date.
• Curious and eager to learn and contribute to client outcomes.
• Resourceful, proactive and collaborative team player.
• Strong communication and relationship-building with colleagues.

Responsibilities

• Assist Advisory team on regional projects and deliverables.
• Participate in structured learning sessions and professional development.
• Support culture initiatives and capstone presentation activities.

Skills

Curious and eager to learn

Resourceful and proactive

Adaptable communicator

Relationship‑oriented

Client experience focus

Accountable and dependable

Interest in AI for day-to-day work

Education

Current student; 2028 graduation

Job description

Pathstone's Advisory Intern Program invites current juniors to explore wealth management through the Client Advisory team, with exposure to Investment Research, Client Operations, and Professional Services across several departments. You will join an Advisory team, contribute to projects, and gain hands-on experience delivering thoughtful, integrated client service.

The program runs 40 hours/week for 8 weeks in our Bellevue, WA; Boston, MA; Boulder, CO; Newtown Square, PA; and San Francisco, CA