Senior Associate, Wealth Management

We are seeking a motivated Senior Associate to join our San Francisco-based team at IEQ Capital, a Registered Investment Advisor. The role involves supporting Partners and their team, interacting with clients, and performing various operational functions.

Requirements

• 2+ years of relevant work experience
• Deep curiosity about the financial markets
• Exceptional organizational skills and attention to detail
• Ability to think critically and anticipate issues
• Good verbal and communications skills
• Good relationship building skills
• Ability to work in a fast-paced environment

Benefits

• Base salary
• Bonus
• Health insurance
• 401k Matching