Senior Associate, Wealth Management

divh2Senior Associate, Wealth Management/h2pFoster City, CA/ph3Who Are We?/h3pIEQ 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./ph3The Role/h3pIEQ 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:/pulliSupport the Partners and their team by providing operational functions such as:/liulliMoney movement (i.e. wire and journals)/liliAccount creation and maintenance/liliClient and prospect meeting preparation/liliPlacing trades on behalf of client/li/ulliInteract with clients supporting all aspects of their servicing needs/liliResearching client inquiries and managing the follow-up communication/liliConstruct client performance and asset allocation reports/liliCollaborate with team members to provide exceptional customer service and devise customized financial strategies for existing/prospective clients/liliParticipate in client meetings to speak to the operational aspects of the business (take on more investment related piece over time)/li/ulh3Qualifications/h3ulli2+ years of relevant work experience/liliDeep curiosity about the financial markets/liliExceptional organizational skills and attention to detail/liliAbility to think critically and anticipate issues/liliGood verbal and communications skills/liliGood relationship building skills both inside and outside of the organization/liliAbility to work in a fast paced, high-volume, high-pressure environment/liliExperience with Salesforce is a plus/liliNo task is too small mentality/liliBachelors degree is required/li/ulh3Compensation/h3pThe total compensation range for this role, inclusive of base salary and bonus, is $95,000-$130,000, depending on skills and experience./p/div