Associate, Wealth Management

Posted Yesterday
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Foster City, CA
Junior
Financial Services
The Role
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.
Summary Generated by Built In

Who 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 Role 

IEQ Capital is looking for a motivated professional to join our Foster City-based team as an Associate. The Associate will work closely with the rest of the team to manage important elements of the client relationship. 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 maintenance 
    • Ad hoc project management 
    • Portfolio performance updates 
    • Database management 
  • Communicate with clients regarding transactions, such as asset transfers and account opening procedures 
  • Participate in educational sessions with the senior team members to expand the Associate’s knowledge of the markets and our business

“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. 

Qualifications 

  • 1-2+ years of relevant work or internship experience preferred 
  • Deep curiosity about the financial markets 
  • Exceptional organizational skills and attention to detail 
  • Ability to think critically and anticipate issues 
  • Exceptional verbal and written communications skills 
  • Good relationship-building skills both inside and outside of the organization 
  • Ability to work in a fast-paced, high-volume, high-pressure environment 
  • Experience with Salesforce is a plus 
  • “No task is too small” mentality 
  • Bachelor’s degree is required 

Compensation

The total compensation range for this role, inclusive of base salary and bonus, is $70,000 - $97,500, depending on skills and experience.

Top Skills

Salesforce
The Company
HQ: San Francisco, CA
119 Employees
On-site Workplace
Year Founded: 2019

What We Do

IEQ Capital is Registered Investment Advisor, with $18B RAUM*, seeking to transform traditional wealth management. Our quest is to integrate the Intellectual and Emotional Quotient, and to generate 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.

*As of 3/31/22; *RAUM as of 12/31/2021 as reported in IEQ Capital’s Form ADV filed in March 2022 totaled $17.8bn.

The content of this website is for general, informational purposes. Nothing contained on this website should be construed as an offer to sell or the solicitation of any offer to buy any security or other financial instrument or product offered or managed by IEQ or any other issuer or company. The provision of this information does not constitute the rendering of investment, consulting, legal, accounting, tax, or other advice or services. Information on this website should not be the basis of or be relied upon for making business, investment or other decisions or used as a substitute for consultation with professional advisors, nor should it be construed as advice, endorsement or recommendation. Special Notice to Non-U.S. Investors: Each of the investment products and services referred to on this website is intended to be made available to U.S. residents. This website shall not be considered a solicitation or offering for any investment product or service to any person in any jurisdiction where such solicitation or offer would be unlawful.

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