Wealth Management Associate - Fast Track to Leadership

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

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.