Associate, Wealth Management jobs in United States
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IEQ Capital · 4 months ago

Associate, Wealth Management

positionSan Francisco, CA
timeFull-time
remoteOnsite
seniorityEntry Level
money$95K/yr - $115K/yr
date1+ years exp

IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management. The Associate will work closely with the team to manage important elements of client relationships, support operational functions, and ensure compliance with standards while fostering client connections.

AdviceFinancial ServicesProfessional ServicesTax Consulting
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Growth Opportunities
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H1B Sponsor Likelynote

Responsibilities

Support the Partners and their team by providing operational functions 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
Ensure adherence to the firm’s compliance standards, operational policies, and procedures, while upholding strict client privacy and confidentiality in all matters

Qualification

Financial markets knowledgeOrganizational skillsCommunication skillsSalesforce experienceCritical thinkingRelationship-buildingAttention to detailFast-paced environment adaptability

Required

1-2+ years of relevant work or internship experience
Bachelor's degree
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 both inside and outside of the organization
Ability to work in a fast-paced, high-volume, high-pressure environment
No task is too small mentality

Preferred

Experience with Salesforce

Company

IEQ Capital

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IEQ Capital is an investment advisor that provides wealth management services.
dateFounded in 2019
location
West Los Angeles, California, USA
people-size201-500 employees
web-link
https://ieqcapital.com

H1B Sponsorship

IEQ Capital has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (2)
2022 (2)

Funding

Current Stage
Growth Stage
Total Funding
unknown
Key Investors
Stone Point Capital
2023-01-19Private Equity

Leadership Team

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Eric Harrison
Managing Partner & Founder
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Recent News

PR Newswire
IEQ Capital Names Colin Mark-Griffin, Jeff Sawin, and Jeremy Wenner as Partners
2026-01-09
PR Newswire
IEQ CAPITAL OPENS NEW YORK CITY OFFICE, EXPANDING EAST COAST PRESENCE
2025-12-16
PR Newswire
IEQ Capital Opens New San Francisco Office, Expanding Bay Area Presence
2025-10-04
Company data provided by crunchbase