Wealth Management Associate — Hybrid, Client Impact

Ieqcapital; Foster City (CA); Hybrid; USD 95,000 - 130,000; Full time

Job summary

Ieqcapital is seeking a Senior Associate to join their team in Foster City, CA. This role supports operational functions and involves client interaction within a fast-paced environment, requiring 10-12 hours per day.

Ideal candidates have a Bachelor's degree, 2+ years of experience, and exceptional organizational and communication skills. Compensation ranges from $95,000 to $130,000.

The position offers upward mobility and a collaborative work culture.

Qualifications

• 2+ years of relevant work experience.
• Deep curiosity about the financial markets.
• Ability to work in a fast paced, high-volume environment.

Responsibilities

• Support the Partners with operational functions.
• Interact with clients for service needs.
• Prepare client performance and asset allocation reports.

Skills

Organizational skills

Communication skills

Client relationship management

Critical thinking

Attention to detail

Salesforce

Education

Bachelor's degree

Job description

Ieqcapital is seeking a Senior Associate to join their team in Foster City, CA. This role supports operational functions and involves client interaction within a fast-paced environment, requiring 10-12 hours per day.

Ideal candidates have a Bachelor's degree, 2+ years of experience, and exceptional organizational and communication skills. Compensation ranges from $95,000 to $130,000.

The position offers upward mobility and a collaborative work culture.