IEQ Capital
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 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 Los Angeles‑based team as an Associate. The Associate will work closely with the rest of the team to manage important elements of the client relationship. This role will help build the foundation you need to successfully grow within the company. If you are looking to make an impact on a thriving business, want upward mobility within a firm, want to challenge yourself and be 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
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 senior team members to expand the Associate’s knowledge of the markets and our business
Qualifications
1–2+ years of relevant work or internship experience preferred
Deep curiosity about the financial markets
Exceptional organizational skills and attention to detail
Ability to think critically and anticipate issues
Exceptional verbal and written 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
Compensation The total compensation range for this role, inclusive of base salary and bonus, is $95,000 – $115,000 depending on skills and experience.
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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The Role IEQ Capital is looking for a motivated professional to join our Los Angeles‑based team as an Associate. The Associate will work closely with the rest of the team to manage important elements of the client relationship. This role will help build the foundation you need to successfully grow within the company. If you are looking to make an impact on a thriving business, want upward mobility within a firm, want to challenge yourself and be 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
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 senior team members to expand the Associate’s knowledge of the markets and our business
Qualifications
1–2+ years of relevant work or internship experience preferred
Deep curiosity about the financial markets
Exceptional organizational skills and attention to detail
Ability to think critically and anticipate issues
Exceptional verbal and written 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
Compensation The total compensation range for this role, inclusive of base salary and bonus, is $95,000 – $115,000 depending on skills and experience.
IEQ Capital’s Equal Employment Opportunity policy: We do not discriminate on the basis of any protected group status under any applicable law.
#J-18808-Ljbffr