Careers at Pathview Wealth Advisors

Pathview Wealth Advisors is an award-winning, fee-only wealth management firm providing fiduciary financial advice and investment services. We consider ourselves to be experts in tax-efficient financial planning and stewards of sustainable finance for a better world.

Pathview Wealth Advisors team members fully support each other and enjoy working together. We have a creative and fun workplace where everyone holds themselves accountable. This allows for a comfortable, safe environment where clients can feel at ease discussing their financial situations.

We are passionately committed in our efforts to make the world a better place. Our team provides expert ESG investing and charitable giving solutions to our clients, and continuously strives to implement new ways to be more sustainable and efficient.

Team Member Benefits

In addition to offering excellent benefits (including fully paid health insurance, and 401(k) pension plan funded by company contributions), careers at Pathview & Associates provide an amazing opportunity to work for a fee-only wealth management firm where the focus is on helping our clients and not on selling products. You will gain experience in all aspects of client service, trading, wealth management, and firm operations.

Plus, we’re a business casual firm (no formal suits allowed!), we provide incentives and time off for volunteering, free personal training four days per week, as well as team-building retreats and company gatherings throughout the year.

Job Benefits:

    • Generous PTO Policy
    • 36-Hour Work Week
    • Hybrid Work Structure
    • In-office Personal Trainer & Yoga Instructor
    • Monthly Benefits Stipend Towards Insurance Services
    • Medical, Dental, Vision, and Life Insurance
    • Flexible Spending Account (FSA)
    • 401(k) Plan with Safe Harbor Contribution
    • Generous Holiday Schedule
    • Annual Charity Contribution Election
    • Free Tax Preparation Services
    • Free Financial Plan Services
    • Local Sports Team Tickets
    • Company Paid Estate Documents or Amendment
    • Team Lunches
    • Team Employee Group Outings
    • Team Volunteer Opportunities
    • Incentive Pay Compensation
    • Education Reimbursement
    • Goals Based Company Sponsored Trip
    • Charity Donation Matching

Our Team Member Values

Trust

Trust is measured as a belief in the honesty, benevolence, and competence of one another. We strive to create and sustain trust with our clients and amongst all team members.

Integrity

Truthfulness and honesty motivate our actions. We always put our clients’ best interests first and we don’t earn commissions on any recommendations.

Knowledge

We believe knowledge, experience, and skills acquired through continuous education and experience is invaluable. We use all facts, perspectives, and information in our advice and service.

Accountability

As trusted financial advisors, individually and as a company, we embrace our obligation to be vigilant stewards and accept responsibility for our actions, decisions, and all that is entrusted to us.

Respect

Diversity can enrich all our lives. We live in a nation made up of many different cultures, languages, races, and backgrounds. We respect our clients’ and team members’ individuality.

Sustainability

We believe in a better world and actively embrace sustainability, not only in the products we offer, but in our everyday life. We are champions for our clients’ financial futures as well as for the future of our planet.

Current Job Openings

No Positions Currently Available
Are you seeking an exceptional career in finance? If you are a team player with relevant experience who is committed to putting clients first, please send your resume to management@pathview.com.

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1455 Frazee Road, Suite 700
San Diego, CA 92108

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P: (619) 295-0200
F: (619) 295-0210