Wealth Management Associate: Client Impact & Growth

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

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.