Senior Associate, Wealth Management

IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management by integrating Intellectual and Emotional Quotient, values-oriented culture, and connection with clients. We are an independent, employee-owned company adhering to the standard of putting clients' interests first.

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 buildings skills both inside and outside of the organization
• Ability to work in a fast paced, high-volume, high-pressure environment

Benefits

• 401k Matching
• Retirement Plan
• Generous Paid Time Off
• Tuition Reimbursement
• Relocation Assistance