Associate, Wealth Management at IEQ Capital

San Francisco, California, United States -

Full Time

Start Date

Immediate

Expiry Date

15 Aug, 26

Salary

115000.0

Posted On

17 May, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Money Movement, Account Maintenance, Project Management, Portfolio Performance Updates, Database Management, Client Communication, Compliance Adherence, Salesforce, Critical Thinking, Organizational Skills, Verbal Communication, Written Communication, Relationship Building

Industry

Financial Services

Description

Who are we? IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management. Our quest is to integrate the Intellectual and Emotional Quotient, generating exceptional investment results driven by a values-oriented culture that fosters connection and collaboration with our clients. We are an independent, predominantly employee-owned company, adhering to the fiduciary standard to put our clients' interests first. We focus our efforts on helping clients meet their investment objectives without the distractions and limitations that can arise within much larger organizations. The Role We are looking for a motivated professional to join our San Francisco-based team as an associate.The Associate will work closely with the rest of the team to manage important elements of the client relationship. This role will help build the foundation you need to successfully grow within the company. If you are looking to make an impact on a thriving business, want upward mobility within a firm, want to challenge yourself and be a part of a high-performing team, this role may be the one for you. Duties and responsibilities include, but are not limited to: Support the Partners and their team by providing operational functions such as: Money movement (i.e. wire and journals) Account creation and maintenance Ad hoc project management Portfolio performance updates Database management Communicate with clients regarding transactions, such as asset transfers and account opening procedures Participate in educational sessions with the senior team members to expand the Associate’s knowledge of the markets and our business Ensure adherence to the firm’s compliance standards, operational policies, and procedures, while upholding strict client privacy and confidentiality in all matters. “Upward mobility” are not just words on a page; the IEQ team has a track record of growth within the firm. Many individuals on our team began their career in the Associate role, and with hard work and dedication they have become some of the most senior individuals at the firm. Several former Associates are now Partners. Qualifications 1-2+ years of relevant work or internship experience preferred Deep curiosity about the financial markets Exceptional organizational skills and attention to detail Ability to think critically and anticipate issues Exceptional verbal and written communications skills Good relationship-building skills both inside and outside of the organization Ability to work in a fast-paced, high-volume, high-pressure environment Experience with Salesforce is a plus “No task is too small” mentality Bachelor’s degree is required Compensation The salary range for this role, inclusive of base and bonus, is $90,000 - $115,000, depending on skills and experience.

Responsibilities

The Associate provides operational support to Partners, handling money movement, account maintenance, and portfolio updates. They also communicate with clients regarding transactions and ensure adherence to firm compliance and privacy standards.