Associate, Wealth ManagementFoster City, CAWho 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 RoleWe are looking for a motivated professional to join our Foster-City based team as an Associate.
This person will be required to work out of our San Francisco office as needed. The Associate will work closely with the rest of the team to manage important elements of the client relationship. 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 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 maintenanceAd hoc project managementPortfolio performance updatesDatabase managementCommunicate with clients regarding transactions, such as asset transfers and account opening proceduresParticipate in educational sessions with the senior team members to expand the Associate's knowledge of the markets and our businessEnsure 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.Qualifications1-2+ years of relevant work or internship experience preferredDeep curiosity about the financial marketsExceptional organizational skills and attention to detailAbility to think critically and anticipate issuesExceptional verbal and written communications skillsGood relationship-building skills both inside and outside of the organizationAbility to work in a fast-paced, high-volume, high-pressure environmentExperience with Salesforce is a plus"No task is too small" mentalityBachelor's degree is requiredCompensationThe salary range for this role, inclusive of base and bonus, is $90,000 - $110,000, depending on skills and experience.#LI-Hybrid