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IEQ Capital

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Senior Associate, Wealth Management

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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 team as a Senior Associate. This role will work closely with the rest of the team to manage important elements of the client relationship. 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
    • Client and prospect meeting preparation
    • Placing trades on behalf of client
  • Interact with clients supporting all aspects of their servicing needs
  • Researching client inquiries and managing the follow-up communication
  • Construct client performance and asset allocation reports
  • Collaborate with team members to provide exceptional customer service and devise customized financial strategies for existing/prospective clients
  • Participate in client meetings to speak to the operational aspects of the business (take on more investment related piece over time)

Qualifications

  • 2+ years of relevant work experience
  • Deep curiosity about the financial markets
  • Exceptional organizational skills and attention to detail
  • Ability to think critically and anticipate issues
  • Good verbal and communications skills
  • Good relationship buildings 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 $95,000-$130,000, depending on skills and experience.

#LI-JK1 #LI-Hybrid

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What this application asks

greenhouse

First Name, Last Name, Email, Phone, Resume/CV, Cover Letter, Location

  • Preferred pronouns: optional
  • LinkedIn Profile
  • Do you have a Bachelor's Degree? choose one
  • GPA choose one
  • What is your desired total compensation?
  • Are you authorized to work in the country in which this job is offered? choose one
  • Will you now or in the future require IEQ's sponsorship to continue or extend your current work authorization status? choose one
  • Are you currently involved in any Outside Business Activities which requires you to devote time outside of your role at the firm? choose one
  • If so, please describe any compensation you receive: optional
  • Do you provide investment advice as part of your role? optional
  • IEQ Capital Privacy Policy Acknowledgment choose one
  • Due to U.S. Securities and Exchange Commission (the "SEC") regulations, IEQ Capital must gather information on whether a candidate holds any political positions. When answering this question, do not disclose a political party or candidate. If "yes," please specify the political position. Do you hold a political position, including but not limited to: (i) an officer or employee of any national, regional, local or other government entity, (ii) an elected government official, (iii) an officer or employee of any entity or instrumentality in which a government or government entity possesses a majority or controlling interest, (iv) a candidate for political office, (v) a political party or official of a political party, (vi) an officer or employee of a public international organization, or (vii) a person who is acting in an official capacity for or on behalf of any government or department, agency or instrumentality of a government or for or on behalf of any public international organization? written answer
  • Have you been referred by someone at IEQ for this position? choose one
  • If yes, who? optional

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