Associate, Wealth Management

Job description

Who a re w e? 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. W e 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. This person will be required to work out of our Foster City office as needed. T h e Associate will work closely with the rest of the team to manage important elements of the client relationshi p. Flexible start time of 6-7:30 am. Expectation is ~10-12-hours per day, resulting in ~50-60 hours per week subject to business needs 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 busines...