IEQ Capital
Senior Associate, Wealth Management
IEQ Capital, Los Angeles, California, United States, 90079
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
We are looking for a motivated professional to join our Los Angeles‑based team as a Senior Associate. This role will work closely with the rest of the team to manage important elements of the client relationship. Willingness to travel to the Bay Area on a regular basis, especially during the initial training period, is needed. A flexible start time of 6–7:30 am and an expectation of ~10–12 hours per day – resulting in ~50–60 hours per week subject to business needs – are required. 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. 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 Research client inquiries and manage 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 communication 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 You should expect to hold the Senior Associate position for 18–24 months. During that time, you will be evaluated on the impact of your contributions, taking on more responsibilities as you acquire the necessary skills to move on to a more senior role. We operate as a meritocracy and incentivize leadership, initiative and “out‑of‑the‑box” thinking, as well as a “roll‑up‑your‑sleeves” work mentality. Compensation
The total compensation range for this role, inclusive of base salary and bonus, is $95,000–$130,000, depending on skills and experience. As set forth in IEQ Capital’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.
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We are looking for a motivated professional to join our Los Angeles‑based team as a Senior Associate. This role will work closely with the rest of the team to manage important elements of the client relationship. Willingness to travel to the Bay Area on a regular basis, especially during the initial training period, is needed. A flexible start time of 6–7:30 am and an expectation of ~10–12 hours per day – resulting in ~50–60 hours per week subject to business needs – are required. 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. 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 Research client inquiries and manage 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 communication 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 You should expect to hold the Senior Associate position for 18–24 months. During that time, you will be evaluated on the impact of your contributions, taking on more responsibilities as you acquire the necessary skills to move on to a more senior role. We operate as a meritocracy and incentivize leadership, initiative and “out‑of‑the‑box” thinking, as well as a “roll‑up‑your‑sleeves” work mentality. Compensation
The total compensation range for this role, inclusive of base salary and bonus, is $95,000–$130,000, depending on skills and experience. As set forth in IEQ Capital’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.
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