Associate, Wealth Management

IEQ Capital; Los Angeles (CA); On-site; USD 95,000 - 115,000; Full time

Job summary

A premier investment advisory firm located in Los Angeles is seeking a motivated Associate to join their team. This role involves supporting partners with operational functions, client communications, and participating in educational sessions to deepen market knowledge. Ideal candidates should have 1–2 years of relevant experience, strong organizational and communication skills, and a bachelor's degree. The compensation for this position ranges from $95,000 to $115,000 based on skills and experience.

Qualifications

• 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, high-pressure environment.

Responsibilities

• Support the team with operational functions such as money movement and account maintenance.
• Communicate with clients regarding transactions and account procedures.
• Participate in educational sessions to expand knowledge of the markets.

Skills

Organizational skills

Communication skills

Critical thinking

Relationship-building

Attention to detail

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 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 Los Angeles‑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 part of a high‑performing team, this role may be the one for you.

• 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

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

IEQ Capital’s Equal Employment Opportunity policy: We do not discriminate on the basis of any protected group status under any applicable law.