Senior Associate, Wealth Management
IEQ CapitalSan Francisco, California, United States
Posted October 3, 2025
95000 - 130000 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, an independent and values-oriented Wealth Management firm, is seeking a motivated Senior Associate. This role focuses on managing client relationships within a fast-paced, high-volume environment and offers opportunities for career growth and impact. The company prioritizes putting clients' interests first and fosters collaboration and innovation.
Requirements
- 2+ years of relevant work experience
- Deep curiosity about the financial markets
- Exceptional organizational skills
- Strong communication skills
- Good relationship building skills
- Ability to work in a fast-paced environment
- Bachelor’s degree
- Experience with Salesforce