Associate, Wealth Management

IEQ Capital; Atlanta (GA); On-site; USD 60,000 - 80,000; Full time

Job summary

IEQ Capital in the United States is seeking an Associate to help manage client relationships and support the team with core operations. The role offers growth within a high-performing, values-driven firm.

You will handle money movement, account setup, and portfolio updates while maintaining strict privacy and compliance standards. This is a hands-on role with clear paths to advancement as you gain experience.

Qualifications

• Bachelor’s degree required.
• 1–2+ years of relevant work or internship experience preferred.
• Exceptional verbal and written communications skills.
• Strong organizational skills and attention to detail.
• Ability to work in a fast-paced, high-volume environment.
• Experience with Salesforce is a plus.

Responsibilities

• Support the Partners and their team by providing operational functions such as money movement (wire and journals), account creation and maintenance, ad hoc project management, portfolio performance updates, and database management.
• Communicate with clients regarding transactions, such as asset transfers and account opening procedures.
• Participate in educational sessions with the senior team to expand knowledge of markets and the business.
• Ensure adherence to the firm’s compliance standards, operational policies, and procedures, while upholding client privacy.

Skills

Verbal communication

Written communication

Relationship building

Organizational skills

Critical thinking

Attention to detail

Financial markets curiosity

Education

Bachelor’s degree

Tools

Salesforce

Job description

About Us

e? IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management. Our quest is to integrate the Intellectual and Emotional Quotient, generating exceptional investment results 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 fiduciary 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.

Who are we? IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management. Our quest is to integrate the Intellectual and Emotional Quotient, generating exceptional investment results 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 fiduciary 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

We are looking for a motivated professional to join our 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 challenge yourself and be a part of a high-performing team, this role may be the one for you.

Responsibilities

• 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 the senior team members to expand the Associate’s knowledge of the markets and our business
• Ensure adherence to the firm’s compliance standards, operational policies, and procedures, while upholding strict client privacy and confidentiality in all matters.

“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

Career Path

You should expect to hold the Associate position for 18-24 months. During that time, you will be evaluated on the impact of your contributions, taking on more responsibilities as you acquire the necessary skills to move on to a more senior role. We operate as a meritocracy and incentivize leadership, initiative and “out-of-the-box” thinking, as well as a “roll-up-your sleeves” work mentality. A successful Associate will have opportunities to transition to a more senior client-facing role or take on additional operational responsibilities. Associates with an interest in investments will be exposed to a variety of opportunities to further their knowledge.