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Associate, Wealth Management
ieqcapital
San Francisco16h ago
- Seniority
- Junior
About the role
<h3><strong><span data-contrast="none">Who </span></strong><strong><span data-contrast="none">a</span></strong><strong><span data-contrast="none">re </span></strong><strong><span data-contrast="none">w</span></strong><strong><span data-contrast="none">e?</span></strong><span data-ccp-props="{"134233117":true,"134233118":true,"201341983":0,"335551550":6,"335551620":6,"335559685":-810,"335559737":-540,"335559740":240}"> </span></h3>
<p>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.</p>
<h3><strong><span data-contrast="none">The Role</span></strong><span data-ccp-props="{"134233117":true,"134233118":true,"201341983":0,"335559685":-810,"335559737":-540,"335559740":240}"> </span></h3>
<p><span data-contrast="auto">IEQ Capital is looking for a </span><span data-contrast="auto">motivated professional to join our Foster City-based team as an Associate. T</span><span data-contrast="auto">h</span><span data-contrast="auto">e Associate </span><span data-contrast="auto">will work closely with the rest of the team to manage important elements of the client relationshi</span><span data-contrast="auto">p. This role will help</span><span data-contrast="auto"> </span><span data-contrast="auto">build the foundation you need to </span><span data-contrast="auto">successfully grow within the company. </span><span data-contrast="auto">If you are looking </span><span data-contrast="auto">to make an impact </span><span data-contrast="auto">on a thriving business,</span><span data-contrast="auto"> </span><span data-contrast="auto">want </span><span data-contrast="auto">upward mobility</span><span data-contrast="auto"> within a firm</span><span data-contrast="auto">, want to challenge yourself and </span><span data-contrast="auto">be a part of a </span><span data-contrast="auto">high-performing team, </span><span data-contrast="auto">this role may be</span><span data-contrast="auto"> </span><span data-contrast="auto">the one for you. </span><span data-contrast="auto">Duties and responsibilities include, but are not limited to</span><span data-contrast="auto">:</span><span data-ccp-props="{"134233117":true,"134233118":true,"201341983":0,"335559685":-810,"335559737":-540,"335559740":240}"> </span></p>
<ul>
<li data-leveltext="" data-font="Symbol" data-listid="1" data-aria-posinset="1" data-aria-level="1"><span data-contrast="auto">Support </span><span data-contrast="auto">the Partners</span><span data-contrast="auto"> and their team by providing operational funct</span><span data-contrast="auto">ions such as:</span><span data-ccp-props="{"134233117":true,"134233118":true,"201341983":0,"335559737":-540,"335559740":240}"> </span>
<ul>
<li data-leveltext="" data-font="Symbol" data-listid="1" data-aria-posinset="1" data-aria-level="1"><span data-contrast="auto">Money movement</span><span data-contrast="auto"> (i.e. wire and journals)</span><span data-ccp-props="{"134233117":true,"134233118":true,"201341983":0,"335559737":-540,"335559740":240}"> </span></li>
<li data-leveltext="" data-font="Symbol" data-listid="1" data-aria-posinset="1" data-aria-level="1"><span data-contrast="auto">Account creation and maintenance</span><span data-ccp-props="{"134233117":true,"134233118":true,"201341983":0,"335559737":-540,"335559740":240}"> </span></li>
<li data-leveltext="" data-font="Symbol" data-listid="1" data-aria-posinset="1" data-aria-level="1"><span data-contrast="auto">Ad hoc project management</span><span data-ccp-props="{"134233117":true,"134233118":true,"201341983":0,"335559737":-540,"335559740":240}"> </span></li>
<li data-leveltext="" data-font="Symbol" data-listid="1" data-aria-posinset="1" data-aria-level="1"><span data-contrast="auto">Portfolio performance updates</span><span data-ccp-props="{"134233117":true,"134233118":true,"201341983":0,"335559737":-540,"335559740":240}"> </span></li>
<li data-leveltext="" data-font="Symbol" data-listid="1" data-aria-posinset="1" data-aria-level="1"><span data-contrast="auto">Database management</span><span data-ccp-props="{"134233117":true,"134233118":true,"201341983":0,"335559737":-540,"335559740":240}"> </span></li>
</ul>
</li>
<li data-leveltext="" data-font="Symbol" data-listid="1" data-aria-posinset="1" data-aria-level="1"><span data-contrast="auto">Communicate with clients regarding transactions, such as asset transfers</span><span data-contrast="auto"> and account opening</span><span data-contrast="auto"> procedures</span><span data-ccp-props="{"134233117":true,"134233118":true,"201341983":0,"335559737":-540,"335559740":240}"> </span></li>
<li data-leveltext="" data-font="Symbol" data-listid="1" data-aria-posinset="2" data-aria-level="1"><span data-contrast="auto">Participate</span><span data-contrast="auto"> in educational sessions with </span><span data-contrast="auto">the senior</span><span data-contrast="auto"> team members to expand the Associate’s knowledge of the markets and our business</span></li>
</ul>
<p>“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. </p>
<h3><strong><span data-contrast="none">Qualifications</span></strong><span data-ccp-props="{"134233117":true,"134233118":true,"201341983":0,"335559685":-810,"335559737":-540,"335559740":240}"> </span></h3>
<ul>
<li><span data-contrast="auto">1-2+ years of relevant work or internship experience preferred</span><span data-ccp-props="{"134233117":true,"134233118":true,"201341983":0,"335559737":-540,"335559740":240}"> </span></li>
<li data-leveltext="" data-font="Symbol" data-listid="2" data-aria-posinset="1" data-aria-level="1"><span data-contrast="auto">Deep curiosity about the</span><span data-contrast="auto"> financial</span><span data-contrast="auto"> markets</span><span data-ccp-props="{"134233117":true,"134233118":true,"201341983":0,"335559737":-540,"335559740":240}"> </span></li>
<li data-leveltext="" data-font="Symbol" data-listid="2" data-aria-posinset="2" data-aria-level="1"><span data-contrast="auto">Exceptional organizational skills and attention to detail</span><span data-ccp-props="{"134233117":true,"134233118":true,"201341983":0,"335559737":-540,"335559740":240}"> </span></li>
<li data-leveltext="" data-font="Symbol" data-listid="2" data-aria-posinset="2" data-aria-level="1"><span data-contrast="auto">Ability to t</span><span data-contrast="auto">hink critically and anticipate issues</span><span data-ccp-props="{"134233117":true,"134233118":true,"201341983":0,"335559737":-540,"335559740":240}"> </span></li>
<li data-leveltext="" data-font="Symbol" data-listid="2" data-aria-posinset="2" data-aria-level="1"><span data-contrast="auto">Exceptional verbal and </span><span data-contrast="auto">written </span><span data-contrast="auto">communications skills</span><span data-ccp-props="{"134233117":true,"134233118":true,"201341983":0,"335559737":-540,"335559740":240}"> </span></li>
<li data-leveltext="" data-font="Symbol" data-listid="2" data-aria-posinset="2" data-aria-level="1"><span data-contrast="auto">Good relationship</span><span data-contrast="auto">-</span><span data-contrast="auto">building</span><span data-contrast="auto"> skills both inside and outside of the organization</span><span data-ccp-props="{"134233117":true,"134233118":true,"201341983":0,"335559737":-540,"335559740":240}"> </span></li>
<li data-leveltext="" data-font="Symbol" data-listid="2" data-aria-posinset="2" data-aria-level="1"><span data-contrast="auto">Ability to work in a fast</span><span data-contrast="auto">-</span><span data-contrast="auto">paced, high-volume</span><span data-contrast="auto">, high-pressure</span><span data-contrast="auto"> environment</span><span data-ccp-props="{"134233117":true,"134233118":true,"201341983":0,"335559737":-540,"335559740":240}"> </span></li>
<li data-leveltext="" data-font="Symbol" data-listid="2" data-aria-posinset="2" data-aria-level="1"><span data-contrast="auto">Experience with Salesforce is a plus</span><span data-ccp-props="{"134233117":true,"134233118":true,"201341983":0,"335559737":-540,"335559740":240}"> </span></li>
<li data-leveltext="" data-font="Symbol" data-listid="2" data-aria-posinset="2" data-aria-level="1"><span data-contrast="auto">“No task is too small” mentality</span><span data-ccp-props="{"134233117":true,"134233118":true,"201341983":0,"335559737":-540,"335559740":240}"> </span></li>
<li data-leveltext="" data-font="Symbol" data-listid="2" data-aria-posinset="2" data-aria-level="1"><span data-contrast="auto">Bachelor’s degree is required </span></li>
</ul>
<h3><span data-ccp-props="{"134233117":true,"134233118":true,"201341983":0,"335559685":-810,"335559737":-540,"335559740":240}">Compensation</span></h3>
<p>The total compensation range for this role, inclusive of base salary and bonus, is $70,000 - $97,500, depending on skills and experience.</p>
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