Associate, Wealth Management
IEQ CapitalSan Francisco, California, United States
Posted October 29, 2025
95000 - 115000 USD year
Full Time
About the Company
IEQ Capital is a Registered Investment Advisor managing $36.8 billion in RAUM, dedicated to transforming traditional wealth management by integrating intellectual and emotional quotient into investment strategies. Focused on delivering exceptional results through a values-oriented culture that fosters client connection and collaboration, IEQ helps clients achieve their financial goals without the limitations of larger organizations.
Job Description
IEQ Capital is seeking a motivated Associate to join their San Francisco-based team. This role involves supporting a team of partners and will provide experience in client management, operations, and compliance. The company values an employee-owned culture with a focus on values-oriented investments and financial growth. The Associate will have the opportunity to grow with the firm and potentially become a partner.
Requirements
- 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
- Ability to work in a fast-paced environment
- Bachelor’s degree required
Benefits
- Competitive salary
- Bonuses
- Opportunities for growth