Director, Financial Planning

Job 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, 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 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 seeking a Director, Financial Planning to join our Foster City -based Family Office team. This individual will own end-to-end delivery of comprehensive financial plans for ultra-high-net-worth individuals and families, using eMoney a s the primary planning platform. The role blends deep planning expertis e with st rong quantitative capability and requires the ability to operate indepen dently, gather inputs efficiently, build defensible assumptions, model scenarios, and present clear recommendations to clients. The ideal candidate has meaningful experience delivering financial plans to UHNW clients across complex ow...