Associate, Wealth Management
IEQ CapitalSan Francisco, California, United States
Posted September 9, 2025
95000 - 115000 USD year
Full Time
About the Company
IEQ Capital is a Registered Investment Advisor managing $36.8 billion in RAUM, dedicated to transforming traditional wealth management by integrating intellectual and emotional quotient into investment strategies. Focused on delivering exceptional results through a values-oriented culture that fosters client connection and collaboration, IEQ helps clients achieve their financial goals without the limitations of larger organizations.
Job Description
IEQ Capital is seeking a motivated Associate to join their team in San Francisco. The role involves supporting the Partners, managing client relationships, and providing operational functions. It offers opportunities for upward mobility and challenges within a high-performing team. The firm emphasizes values-oriented culture and client interests.
Requirements
- Support the Partners
- Manage client relationships
- Communicate with clients
- Maintain database
- Adhere to compliance standards
Benefits
- Upward Mobility
- Excellent Work Environment
