Summer Advisory Internship: Cross-Departmental Learning - Boulder, CO bei null

Are you ready to embark on a journey that will shape your career and make an impact? Seize the opportunity to turn your experience into a fulfilling profession!

Our Advisory Intern Program is designed to immerse you in the world of family office services through the lens of our Client Advisory team. To deepen your understanding of the full client experience, this internship includes exposure to several key departments, such as Investment Research, Client Operations, and Professional Services, each playing a vital role in how we serve our clients. These learning rotations provide deep understanding and opportunity to learn from leaders across departments.

Guided by our Corporate Character, we are committed to delivering moments that matter to our clients while nurturing the next generation of Pathstone leaders.

Who We Are: Pathstone is a dynamic, rapidly growing, partner-owned wealth management firm that serves ultra-high net worth families, single family offices, and foundations and endowments. Our comprehensive range of services and deep expertise goes far beyond investment advice. We provide tax planning and compliance, insurance and risk management, lifestyle management, wealth and estate planning, trust services, and philanthropy services. We have 20+ office locations and more than $100 Billion in Assets Under Advisement and Administration. The number of Pathstone team members has more than doubled in the past five years.

As a Certified B Corporation, Pathstone seeks to make a difference in the lives of our clients and their families as well as to offer a positive and supportive work environment for our team members. Our team members are encouraged to pursue their passions by serving on committees and initiatives addressing topics of importance to our business.

What You’ll Do: This internship offers a deep dive into the advisory function, with meaningful exposure to how our firm works together to serve clients. You’ll spend most of your time embedded within our Advisory teams, and to enrich your understanding of the advisory function, you’ll rotate through supporting departments to gain broader perspective. This rotational learning provides insight into how each department supports and enhances the client experience. Throughout the program, you will collaborate on real projects, engage with teammates across the country, and develop a holistic view of how Pathstone is in service of our client’s preferred life.

What We Expect: You will be expected to participate in professional development sessions and contribute to meaningful projects. Assignments include, but are not limited to:

• Culture / Corporate Character Project
• Advisory deliverables
• Capstone Presentation

Who You Are:

• Current junior with 2027 graduation date
• Detail-oriented and with strong commitment to excellence
• Resourceful, a self-starter able to proactively manage workload
• Strong analytical thinker and problem-solver
• Empathetic, an exceptional communicator and collaborator with clients and colleagues
• Performance focused, committed to learning and developing

Timing and Program Details:

• The program begins mid-June
• 36-hour work week for 8 weeks, in office Monday - Friday
• Capstone Project to be presented during Graduation Week
• Hosted in the Boulder, CO office
• Potential pathway to full-time employment on the Advisory team
• Paid internship, non-exempt (hourly) position, at $25/hour

Visa Sponsorship: Please note, we are unable to provide visa sponsorship for the position offered. Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in the future.

Pathstone is proud to be an equal opportunity employer.