Unknown Company

Wealth Management Associate Director — Client Strategy

foster city, ca • Posted 1 weeks ago
Onsite Full Time Finance

Ieqcapital in Foster City is seeking a motivated professional for the role of Associate Director. This position involves managing critical aspects of client relationships and providing tailored financial strategies. Ideal candidates will have 3-5 years of wealth management experience and a Bachelor’s degree.

The role requires exceptional communication, organizational skills, and the ability to thrive in a fast-paced environment. Total compensation ranges from $135,000 to $175,000.

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