Senior Associate, Wealth ManagementDallas, TXWho 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 RoleIEQ Capital is looking for a motivated professional to join our team as a Senior Associate. This role will work closely with the rest of the team to manage important elements of the client relationship. 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 maintenanceClient and prospect meeting preparationPlacing trades on behalf of clientInteract with clients supporting all aspects of their servicing needsResearching client inquiries and managing the follow-up communicationConstruct client performance and asset allocation reportsCollaborate with team members to provide exceptional customer service and devise customized financial strategies for existing/prospective clientsParticipate in client meetings to speak to the operational aspects of the business (take on more investment related piece over time)Qualifications2+ years of relevant work experienceDeep curiosity about the financial marketsExceptional organizational skills and attention to detailAbility to think critically and anticipate issuesGood verbal and 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 required