Senior Wealth Client Advisory Lead

Socket.dev; San Francisco (CA); On-site; USD 120,000 - 160,000; Full time

Benefits offered by this job

Discretionary bonus

Equal employment opportunity

Job summary

Pathstone is seeking an Associate Director, Client Advisory to join our San Francisco office. This role partners with Directors to deliver comprehensive wealth management and coordinated planning for ultra-high-net-worth clients, including families and endowments.

You will mentor junior staff, collaborate with internal specialists, and drive client ownership, risk management, and advisory excellence across services.

Qualifications

• Bachelor’s degree required.
• Completion of, or meaningful progress toward, an advanced degree or professional designation (CFP®, CFA, MBA, or JD) required.
• 5–8+ years of experience in wealth management or financial advisory with client engagement experience.
• Series 65 required (or attained within 90 days of employment).

Responsibilities

• Manage and maintain multiple client relationships, becoming the trusted advisor for client families.
• Serve as primary point of contact for client inquiries via phone, video, and in-person meetings.
• Partner with wealth planning team to ensure tax, estate, and philanthropic plans are executed.
• Oversee investment policy statements, portfolio construction, and rebalancing.
• Mentor Associates and drive process improvements and operational best practices.

Skills

Analytical skills

Quantitative skills

Problem solving

Relationship management

Communication skills

Education

Bachelor’s degree

Advanced degree or professional designation (CFP, CFA, MBA, or JD)

Tools

Microsoft Office

Excel

Salesforce

AI productivity tools

Job description

Pathstone is seeking an Associate Director, Client Advisory to join our San Francisco office. This role partners with Directors to deliver comprehensive wealth management and coordinated planning for ultra-high-net-worth clients, including families and endowments.

You will mentor junior staff, collaborate with internal specialists, and drive client ownership, risk management, and advisory excellence across services.