Associate, Wealth Management

Ieqcapital; Los Angeles (CA); On-site; USD 90,000 - 115,000; Full time

Job summary

Ieqcapital seeks a motivated Associate to join its team in Los Angeles, California. The role involves managing client relationships and supporting Partners with operational functions. Ideal candidates will have strong organizational skills, a curiosity about financial markets, and a Bachelor's degree.

The position offers significant growth potential, with former Associates progressing to senior roles within the firm. Compensation includes a salary range of $90,000 - $115,000, depending on skills and experience.

Qualifications

• 1-2+ years of relevant work or internship experience preferred.
• Deep curiosity about financial markets.
• Exceptional organizational skills and attention to detail.
• Ability to think critically and anticipate issues.

Responsibilities

• Support Partners with operational functions like money movement and account management.
• Communicate with clients regarding transactions.
• Participate in educational sessions with senior team members.
• Ensure adherence to compliance standards and client confidentiality.

Skills

Organizational skills

Communication skills

Critical thinking

Financial markets knowledge

Education

Bachelor's degree

Tools

Salesforce

Job description

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. Flexible start time of 6-7:30 am. Expectation is ~10-12-hours per day, resulting in ~50-60 hours per week subject to business needs. 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 communication 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 $90,000 - $115,000, depending on skills and experience.