Associate, Wealth Management

Who  a re  w e?   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 Los Angeles-based team as an Associate. T h e Associate  will work closely with the rest of the team to manage important elements of the client relationshi p. 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 funct ions 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   “ U pward 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 t hink 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 $90,000 - $115,000 depending on skills and experience. #LI-Hybrid