Associate, Wealth Management

IEQ Capital LLC; Foster City (CA); Vor Ort; USD 95.000 - 115.000; Vollzeit

Zusammenfassung

An investment advisory firm in Foster City is seeking a motivated Associate to enhance client relationships. This role involves supporting operational tasks, communicating with clients about transactions, and providing assistance to partners. Applicants should have a Bachelor's degree and 1-2 years of relevant experience. Exceptional organizational skills, communication abilities, and a curiosity for financial markets are essential. This firm offers a strong career growth path, with many former Associates advancing to senior positions.

Qualifikationen

• 1-2+ years of relevant work or internship experience preferred.
• Deep curiosity about the financial markets.
• Ability to work in a fast-paced, high-volume environment.

Aufgaben

• Support the Partners with operational functions.
• Communicate with clients about transactions.
• Participate in educational sessions with senior team members.

Kenntnisse

Organizational skills

Verbal communication

Written communication

Relationship building

Critical thinking

Ausbildung

Bachelor's degree

Tools

Salesforce

Jobbeschreibung

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 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 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

Compensation

The salary range for this role, inclusive of base and bonus, is $95,000 - $115,000, depending on skills and experience.