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.
We are looking for a motivated professional to join our San Francisco-based team as a Senior Associate. This person will be required to work out of our Foster City office as needed.This role will work closely with the rest of the team to manage important elements of the client relationship.Flexible start time of 6-7:30 am. Expectation is ~10-12-hours per day, resulting in ~50-60 hours per week subject to business needs 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:
The total compensation range for this role, inclusive of base salary and bonus, is $95,000-$130,000, depending on skills and experience.
#LI-Hybrid
Job details are sourced from the employer's original posting.
Open job postingAbout the company
Ieqcapital is a financial services firm that provides investment management and advisory services. They focus on delivering tailored solutions to meet the unique needs of their clients.