Associate Director, Wealth Management

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.

Requirements

• 3-5+ years of wealth management experience
• Exceptional organizational skills, attention to detail
• Exceptional written and verbal communications skills
• Ability to think critically, anticipate issues and prioritize multiple projects
• Familiarity with operational aspects of business (new account openings, disbursements, etc.)
• Exceptional relationship buildings skills both inside and outside of the organization
• Ability to work in a fast paced, high-volume, high-pressure environment

Benefits

• Total compensation range: $135,000-$175,000, depending on skills and experience