Associate, Wealth Management

IEQ Capital; Kamloops; On-site; CAD 40,000 - 80,000; Full time

Job summary

An innovative firm is seeking a motivated Associate to join a dynamic team in wealth management. This role offers a unique opportunity to support client relationships and operational functions, while fostering growth within the company. With a focus on collaboration and upward mobility, this position is perfect for those eager to make an impact in a fast-paced environment. As part of a predominantly employee-owned company, you will gain invaluable experience and contribute to the firm's mission of prioritizing clients' interests. If you're ready to challenge yourself and thrive in a high-performing team, this opportunity is for you.

Qualifications

• 1-2+ years of relevant work or internship experience preferred.
• Exceptional organizational skills and attention to detail.

Responsibilities

• Support the team with operational functions like money movement and account maintenance.
• Communicate with clients regarding transactions and account procedures.

Skills

Organizational Skills

Critical Thinking

Communication Skills

Relationship Building

Attention to Detail

Curiosity about Financial Markets

Education

Bachelor’s Degree

Tools

Salesforce

Job description

IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management. Our quest is to integrate the Intellectual and Emotional Quotient, driven by a values-oriented culture that fosters connection and collaboration with our clients. We are an independent, predominantly employee-owned company, adhering to the standard to put our clients' interests first. We focus our efforts on helping clients meet their investment objectives without the distractions and limitations that can arise within much larger organizations.

The Role

IEQ Capital is looking for a motivated professional to join our Dallas-based team as an Associate. The Associate will work closely with the rest of the team to manage important elements of the client relationship. This role will help build the foundation you need to successfully grow within the company. If you are looking to make an impact on a thriving business, want upward mobility within a firm, want to challenge yourself and be a part of a high-performing team, this role may be the one for you. Duties and responsibilities include, but are not limited to:

• Support the Partners and their team by providing operational functions such as:
  • Money movement (i.e. wire and journals)
  • Account creation and maintenance
  • Ad hoc project management
  • Portfolio performance updates
  • Database management
• Communicate with clients regarding transactions, such as asset transfers and account opening procedures
• Participate in educational sessions with senior team members to expand the Associate’s knowledge of the markets and our business

“Upward mobility” are not just words on a page; the IEQ team has a track record of growth within the firm. Many individuals on our team began their career in the Associate role, and with hard work and dedication they have become some of the most senior individuals at the firm. Several former Associates are now Partners.

Qualifications

• 1-2+ years of relevant work or internship experience preferred
• Deep curiosity about the financial markets
• Exceptional organizational skills and attention to detail
• Ability to think critically and anticipate issues
• Exceptional verbal and written communications skills
• Good relationship-building skills both inside and outside of the organization
• Ability to work in a fast-paced, high-volume, high-pressure environment
• Experience with Salesforce is a plus
• “No task is too small” mentality
• Bachelor’s degree is required