Wealth Management Associate — Grow Client Impact

IEQ Capital; San Francisco (CA); On-site; USD 90,000 - 110,000; Full time

Job summary

IEQ Capital, a leading Registered Investment Advisor, is seeking a motivated Associate for its San Francisco office. The Associate will support client relations and operational functions, providing vital assistance to the Partners. With opportunities for upward mobility, this role is perfect for those eager to develop their career within a high-performing environment.

Qualifications

• 1-2+ years of relevant work or internship experience preferred.
• Exceptional organizational skills and attention to detail.
• Ability to work in a fast-paced, high-pressure environment.

Responsibilities

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

Skills

Organizational skills

Attention to detail

Critical thinking

Verbal communication

Written communication

Relationship building

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, 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.

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