Careers at Stonegate
At Stonegate Private Counsel, we provide exceptional services with a personal touch to cater to a small number of clients and all their wealth planning needs. We look for the same level of standards from employees who are forward thinking and passionate about client service.
Please see below for our current job postings if you are interested in joining our team.
Current Open Positions
Posted 17756 day(s) ago
The Associate is responsible for providing on-going support to the Managing Director & Principals to assist in the smooth running of the practice and to promote organizational efficiency. Duties can include preparation for quarterly client meetings, and completion of meeting follow-up activities in concert with other team members Duties can also include recurring activities tied to standard operations, procedures and administrative tasks. The Associate will oversee, review and coordinate all aspects of the client experience, including supervision of other team members.