Wealth Advisory Internship — Summer Insight

Pathstone; Boston (MA); On-site; USD 28,000 - 40,000; Full time

Benefits offered by this job

Paid internship

In-office schedule (40 hrs/week)

Exposure to multiple departments

Potential full-time opportunity

Job summary

Pathstone is inviting motivated undergraduates to join its Advisory Intern Program for a hands-on summer experience in wealth management. You will be embedded within an Advisory team and contribute to client services, gaining exposure to Investment Research, Client Operations, and Professional Services.

The 8-week, 40-hour per week, in-office program offers structured learning sessions, regional projects, and a path toward full-time opportunities.

Qualifications

• Current junior with a 2028 graduation date.
• Curious and eager to learn, with an interest in understanding how work contributes to broader client outcomes.
• Resourceful and proactive in taking initiative to solve problems.

Responsibilities

• Participate in advisory team projects and regional deliverables.
• Attend structured learning sessions across Pathstone.
• Engage in professional development, networking opportunities, and culture work.

Skills

Curious and eager to learn

Relationship-oriented

Adaptable communicator

Proactive problem solver

Interest in AI applications

Education

Undergraduate student, 2028 graduation

Job description

Pathstone is inviting motivated undergraduates to join its Advisory Intern Program for a hands-on summer experience in wealth management. You will be embedded within an Advisory team and contribute to client services, gaining exposure to Investment Research, Client Operations, and Professional Services.

The 8-week, 40-hour per week, in-office program offers structured learning sessions, regional projects, and a path toward full-time opportunities.