Associate Director, Wealth Management — Strategic Client Advisor

IEQ Capital; Foster City (CA); Hybrid; USD 135,000 - 175,000; Full time

Job summary

A financial advisory firm in Foster City, CA seeks an Associate Director to manage client relationships and support investment strategies. Ideal candidates will have 4-7+ years in wealth management, with strong organizational and communication skills. Responsibilities include portfolio analysis, investment advice, and performance reporting. The compensation for this role ranges from $135,000 to $175,000, depending on experience and skills.

Qualifications

• 4‑7+ years of wealth management experience required.
• Exceptional organizational skills and attention to detail.
• Ability to think critically and prioritize multiple projects.

Responsibilities

• Support Partners and Managing Directors in various service functions.
• Review alternative investments and communicate strategies to clients.
• Construct performance and asset allocation reports.

Skills

Wealth management

Organizational skills

Communication skills

Critical thinking

Client relationship management

Education

Bachelor’s degree

Tools

Salesforce

Fidelity Investments

Job description

A financial advisory firm in Foster City, CA seeks an Associate Director to manage client relationships and support investment strategies. Ideal candidates will have 4-7+ years in wealth management, with strong organizational and communication skills. Responsibilities include portfolio analysis, investment advice, and performance reporting. The compensation for this role ranges from $135,000 to $175,000, depending on experience and skills.