Senior Associate, Wealth Management
IEQ CapitalSan Francisco, California, United States
Posted October 23, 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, a Registered Investment Advisor focused on integrating Intellectual and Emotional Quotient, is seeking a motivated Senior Associate to join their team in San Francisco. This role involves managing client relationships, supporting the Partners, and providing customer service through financial planning. It's a meritocracy with growth potential within a high-performing team.
Requirements
- 2+ years of relevant work experience
- Deep curiosity about the financial markets
- Exceptional organizational skills and attention to detail
- Good verbal and communications skills
- Good relationship building skills
- Ability to work in a fast-paced, high-volume, high-pressure environment
- Experience with Salesforce