Summer Wealth Advisory Internship

Pathstone; San Francisco (CA); On-site; USD 29,000 - 40,000; Full time

Benefits offered by this job

Paid internship

Job summary

Pathstone is seeking a motivated Advisory Intern to dive into wealth management services with exposure to Investment Research, Client Operations, and Professional Services. You’ll contribute to projects that enhance client service while learning from our leaders across departments.

This paid, non-exempt internship runs eight weeks, 40 hours per week, in-office across our nationally distributed offices, including San Francisco.

Qualifications

• Be present in-person for 8 weeks, 40 hours per week.
• Engage in structured learning sessions across Pathstone departments.
• Contribute to projects that support client service and advisor effectiveness.

Responsibilities

• Support Advisory team projects and deliverables.
• Participate in structured learning sessions and professional development.
• Engage in networking opportunities and culture initiatives.
• Deliver a capstone presentation during Graduation Week.

Skills

Curious & eager to learn

Proactive problem solving

Strong communication

Team oriented

Interest in AI to support work

Education

Pursuing undergraduate degree, graduation 2028

Job description

Pathstone is seeking a motivated Advisory Intern to dive into wealth management services with exposure to Investment Research, Client Operations, and Professional Services. You’ll contribute to projects that enhance client service while learning from our leaders across departments.

This paid, non-exempt internship runs eight weeks, 40 hours per week, in-office across our nationally distributed offices, including San Francisco.