Summer Advisory Internship

About the role

Pathstone’s Advisory Intern Program immerses you in family office services through the Client Advisory team, offering exposure to Investment Research, Client Operations, and Professional Services. Guided by our Distinctive Character, we are committed to delivering moments that matter to clients while nurturing the next generation of Pathstone leaders. As a growing wealth management firm serving ultra‑high net worth families, single family offices, foundations, and endowments, we help clients pursue their Preferred Life with clarity, confidence, and long‑term support across wealth and well‑being. Our services span investment advisory, tax strategy, risk management, wealth and estate planning, philanthropic planning, and family governance. With more than 20 office locations and over $185 billion in client assets under management, Pathstone has expanded significantly over the past five years, reflecting sustained momentum and continued investment in our team and platform. We foster a supportive, purpose‑driven environment where professionals are encouraged to pursue their interests and contribute to the firm’s culture through committees and initiatives that shape our shared mission.

Responsibilities

• Gain meaningful, hands‑on exposure to wealth management and the Advisory function.
• Be embedded within an Advisory team and contribute to projects and activities that support client service and advisor effectiveness.
• Participate in structured learning sessions with key departments (Investment Research, Client Operations, Professional Services) to broaden understanding of the firm.
• Collaborate on regional projects, build relationships with team members across the country, and develop a holistic view of how Pathstone serves clients’ preferred life.
• Complete assignments including Advisory team regional projects and deliverables, structured learning sessions, professional development, networking opportunities, culture work, capstone presentation, and Graduation Week activities.

Requirements

• Current junior with a 2028 graduation date.
• Curious and eager to learn, with an interest in understanding how your work contributes to broader client outcomes.
• Resourceful and proactive in taking initiative to solve problems.
• Adaptable communicator who listens well, seeks to understand, and collaborates effectively with others.
• Relationship‑oriented, building trust and positive connections with colleagues and teammates.
• Passionate about helping others and delivering high‑quality client experience.
• Accountable and dependable, following through on commitments and producing high‑quality work.
• Interested in learning how to use and optimize AI to support day‑to‑day work and solve problems creatively.

Visa sponsorship: Pathstone is unable to provide visa sponsorship for this position; candidates who require or will require employment visa sponsorship cannot be hired