Search the 2 jobs at IEQ Capital

The Associate will support the wealth management team by handling operations related to account management, client transactions, and providing portfolio performance updates. They will engage with clients and participate in educational sessions to enhance their understanding of financial markets, contributing to their professional development.

The Senior Associate in Wealth Management will support partners by managing client relationships and operational functions, participate in client meetings, and create performance reports. Responsibilities include money movement, client communications, and developing customized financial strategies. The role promotes professional growth within a fast-paced environment.