Unknown Company

Wealth Management: Associate Director, Client Strategy

san francisco, ca • Posted 1 weeks ago
Onsite Full Time Finance

IEQ Capital is looking for a motivated professional to join their team as an Associate Director in San Francisco. This role is focused on managing client relationships and providing customized financial strategies in a wealth management setting.

The ideal candidate will have 4-7+ years of wealth management experience, strong organizational skills, and the ability to work in a fast-paced environment. Compensation ranges from $135,000 to $175,000 depending on skills and experience.

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