{"jobs":[{"absolute_url":"https://job-boards.greenhouse.io/ieqcapital/jobs/7721473003","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"education":"education_required","internal_job_id":5758750003,"location":{"name":"Foster City, CA"},"metadata":null,"id":7721473003,"updated_at":"2026-06-04T16:00:53-04:00","requisition_id":"BVoy426","title":"Associate Director, Wealth Management","company_name":"IEQ Capital","first_published":"2026-04-30T17:59:44-04:00","language":"en","application_deadline":null,"content":"\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Who are we?\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;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\u0026#39; 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.\u0026lt;/p\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;We are looking for a motivated professional to join our team as an Associate Director. In this role, you will work closely with the team to manage important aspects of the client relationship. This role is designed for those that have experience managing client relationships in an investment advisory capacity. Duties and responsibilities include, but are not limited to:\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:1,\u0026amp;quot;335559740\u0026amp;quot;:320}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;1\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;1\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Support to CEOs and Partners by providing service and support functions such as:\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:1,\u0026amp;quot;335559740\u0026amp;quot;:320}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;o\u0026quot; data-font=\u0026quot;Courier New\u0026quot; data-listid=\u0026quot;1\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:1440,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Courier New\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[9675],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;o\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;1\u0026quot; data-aria-level=\u0026quot;2\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Portfolio analysis, trade execution, account\u0026amp;nbsp;maintenance\u0026amp;nbsp;and client/prospect meeting preparation\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:1,\u0026amp;quot;335559740\u0026amp;quot;:320}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;1\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;2\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Review various non-publicly traded alternative investments (real estate, credit etc.) and communicate these strategies to clients\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:1,\u0026amp;quot;335559740\u0026amp;quot;:320}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;1\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;3\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Construct performance and asset allocation reports along with the recommended portfolio changes\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:1,\u0026amp;quot;335559740\u0026amp;quot;:320}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;1\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;4\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Provide exceptional service and devise customized financial strategies for existing/prospective clients\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:1,\u0026amp;quot;335559740\u0026amp;quot;:320}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;1\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;5\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Provide\u0026amp;nbsp;investment advice to clients in meetings with CEOs and Partners\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:1,\u0026amp;quot;335559740\u0026amp;quot;:320}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;1\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;6\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Interact with clients, supporting all aspects of their servicing needs:\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:1,\u0026amp;quot;335559740\u0026amp;quot;:320}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;o\u0026quot; data-font=\u0026quot;Courier New\u0026quot; data-listid=\u0026quot;1\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:1440,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Courier New\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[9675],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;o\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;1\u0026quot; data-aria-level=\u0026quot;2\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Researching client inquiries, managing follow up communication and conducting quarterly performance reviews\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:1,\u0026amp;quot;335559740\u0026amp;quot;:320}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;2\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;1\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;3-5+ years of wealth management experience\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:1,\u0026amp;quot;335559740\u0026amp;quot;:320}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;2\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;2\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Exceptional organizational skills, attention to detail\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:1,\u0026amp;quot;335559740\u0026amp;quot;:320}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;2\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;3\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Exceptional written and verbal communications skills\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:1,\u0026amp;quot;335559740\u0026amp;quot;:320}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;2\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;4\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Ability to think critically,\u0026amp;nbsp;anticipate\u0026amp;nbsp;issues and prioritize multiple projects\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:1,\u0026amp;quot;335559740\u0026amp;quot;:320}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;2\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;5\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Familiarity with operational aspects of business (new account openings, disbursements, etc.)\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:1,\u0026amp;quot;335559740\u0026amp;quot;:320}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;2\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;6\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Exceptional relationship buildings skills both inside and outside of the organization\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:1,\u0026amp;quot;335559740\u0026amp;quot;:320}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;2\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;7\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Ability to work in a fast paced, high-volume, high-pressure environment\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:1,\u0026amp;quot;335559740\u0026amp;quot;:320}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;2\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;8\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Experience with Salesforce is a plus\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:1,\u0026amp;quot;335559740\u0026amp;quot;:320}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;2\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;9\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;CFA, CFP, CAIA designation is a plus\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:1,\u0026amp;quot;335559740\u0026amp;quot;:320}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;2\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;10\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Experience with Fidelity Investments is a plus\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:1,\u0026amp;quot;335559740\u0026amp;quot;:320}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;2\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;11\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;“No task is too small” mentality\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:1,\u0026amp;quot;335559740\u0026amp;quot;:320}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;2\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;12\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Bachelor’s degree is\u0026amp;nbsp;required\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:1,\u0026amp;quot;335559740\u0026amp;quot;:320}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Compensation\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;The total compensation range for this role, inclusive of base salary and bonus, is $135,000-$175,000, depending on skills and experience.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;#LI-JK1 \u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;","departments":[{"id":4053941003,"name":"Voyage","child_ids":[],"parent_id":4053940003}],"offices":[{"id":4003291003,"name":"Foster City","location":"Foster City, California, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/ieqcapital/jobs/7487133003","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5661813003,"location":{"name":"San Francisco, CA"},"metadata":null,"id":7487133003,"updated_at":"2026-06-04T15:37:43-04:00","requisition_id":"GQue226","title":"Associate Director, Wealth Management","company_name":"IEQ Capital","first_published":"2025-10-03T15:03:47-04:00","language":"en","application_deadline":null,"content":"\u0026lt;h3\u0026gt;Who are we?\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;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\u0026#39; 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.\u0026lt;/p\u0026gt;\n\u0026lt;h3\u0026gt;The Role\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;We are looking for a motivated professional to join our San Francisco - based team as an Associate Director. In this role, you will work closely with the team to manage important aspects of the client relationship. This role is designed for those that have experience managing client relationships in an investment advisory capacity. Duties and responsibilities include, but are not limited to:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Support to CEOs and Partners by providing service and support functions such as:\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Portfolio analysis, trade execution, account maintenance and client/prospect meeting preparation\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Review various non-publicly traded alternative investments (real estate, credit etc.) and communicate these strategies to clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Construct performance and asset allocation reports along with the recommended portfolio changes\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Provide exceptional service and devise customized financial strategies for existing/prospective clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Provide investment advice to clients in meetings with CEOs and Partners\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Interact with clients, supporting all aspects of their servicing needs:\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Researching client inquiries, managing follow up communication and conducting quarterly performance reviews\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;Qualifications\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;4-7+ years of wealth management experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Exceptional organizational skills, attention to detail\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Exceptional written and verbal communications skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to think critically, anticipate issues and prioritize multiple projects\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Familiarity with operational aspects of business (new account openings, disbursements, etc.)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Exceptional relationship buildings skills both inside and outside of the organization\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to work in a fast paced, high-volume, high-pressure environment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with Salesforce is a plus\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;CFA, CFP, CAIA designation is a plus\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with Fidelity Investments is a plus\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;“No task is too small” mentality\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s degree is required\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;Compensation\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;The total compensation range for this role, inclusive of base salary and bonus, is $135,000-$175,000, depending on skills and experience.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;#LI-JK1 \u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;","departments":[{"id":4006036003,"name":"Quest","child_ids":[],"parent_id":4053940003}],"offices":[{"id":4067860003,"name":"San Francisco","location":null,"child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/ieqcapital/jobs/7748475003","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5770621003,"location":{"name":"San Francisco, CA"},"metadata":null,"id":7748475003,"updated_at":"2026-06-04T15:59:07-04:00","requisition_id":"BVoy526","title":"Associate Director, Wealth Management","company_name":"IEQ Capital","first_published":"2026-06-04T13:14:09-04:00","language":"en","application_deadline":null,"content":"\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Who are we?\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;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\u0026#39; 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.\u0026lt;/p\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;We are looking for a motivated professional to join our team as an Associate Director. In this role, you will work closely with the team to manage important aspects of the client relationship. This role is designed for those that have experience managing client relationships in an investment advisory capacity. Duties and responsibilities include, but are not limited to:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Support to CEOs and Partners by providing service and support functions such as:\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Portfolio analysis, trade execution, account maintenance and client/prospect meeting preparation\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Review various non-publicly traded alternative investments (real estate, credit etc.) and communicate these strategies to clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Construct performance and asset allocation reports along with the recommended portfolio changes\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Provide exceptional service and devise customized financial strategies for existing/prospective clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Provide investment advice to clients in meetings with CEOs and Partners\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Interact with clients, supporting all aspects of their servicing needs:\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Researching client inquiries, managing follow up communication and conducting quarterly performance reviews\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;3-5+ years of wealth management experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Exceptional organizational skills, attention to detail\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Exceptional written and verbal communications skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to think critically, anticipate issues and prioritize multiple projects\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Familiarity with operational aspects of business (new account openings, disbursements, etc.)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Exceptional relationship buildings skills both inside and outside of the organization\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to work in a fast paced, high-volume, high-pressure environment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with Salesforce is a plus\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;CFA, CFP, CAIA designation is a plus\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with Fidelity Investments is a plus\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;“No task is too small” mentality\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s degree is required\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Compensation\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;The total compensation range for this role, inclusive of base salary and bonus, is $135,000-$175,000, depending on skills and experience.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;#LI-JK1 \u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;","departments":[{"id":4053941003,"name":"Voyage","child_ids":[],"parent_id":4053940003}],"offices":[{"id":4067860003,"name":"San Francisco","location":null,"child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/ieqcapital/jobs/7578297003","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5696560003,"location":{"name":"Los Angeles, CA"},"metadata":null,"id":7578297003,"updated_at":"2026-06-04T15:31:24-04:00","requisition_id":"GQue826","title":"Associate Director, Wealth Management","company_name":"IEQ Capital","first_published":"2026-01-05T12:23:57-05:00","language":"en","application_deadline":null,"content":"\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Who are we?\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;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\u0026#39; 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.\u0026lt;/p\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;We are looking for a motivated professional to join our Los Angeles-based team as an Associate Director. In this role, you will work closely with the team to manage important aspects of the client relationship. This role is designed for those that have experience managing client relationships in an investment advisory capacity. Duties and responsibilities include, but are not limited to:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Support to CEOs and Partners by providing service and support functions such as:\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Portfolio analysis, trade execution, account maintenance and client/prospect meeting preparation\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Review various non-publicly traded alternative investments (real estate, credit etc.) and communicate these strategies to clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Construct performance and asset allocation reports along with the recommended portfolio changes\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Provide exceptional service and devise customized financial strategies for existing/prospective clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Provide investment advice to clients in meetings with CEOs and Partners\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Interact with clients, supporting all aspects of their servicing needs:\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Researching client inquiries, managing follow up communication and conducting quarterly performance reviews\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;4-7+ years of wealth management experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Exceptional organizational skills, attention to detail\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Exceptional written and verbal communications skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to think critically, anticipate issues and prioritize multiple projects\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Familiarity with operational aspects of business (new account openings, disbursements, etc.)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Exceptional relationship buildings skills both inside and outside of the organization\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to work in a fast paced, high-volume, high-pressure environment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with Salesforce is a plus\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;CFA, CFP, CAIA designation is a plus\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with Fidelity Investments is a plus\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;“No task is too small” mentality\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s degree is required\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Compensation\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;The total compensation range for this role, inclusive of base salary and bonus, is $135,000-$175,000, depending on skills and experience.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;#LI-JK1 \u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;","departments":[{"id":4006036003,"name":"Quest","child_ids":[],"parent_id":4053940003}],"offices":[{"id":4003292003,"name":"Los Angeles","location":"Los Angeles, California, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/ieqcapital/jobs/7749700003","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5771176003,"location":{"name":"Dallas, TX"},"metadata":null,"id":7749700003,"updated_at":"2026-06-04T15:43:37-04:00","requisition_id":"GQue2026","title":"Associate Director, Wealth Management","company_name":"IEQ Capital","first_published":"2026-05-27T12:39:37-04:00","language":"en","application_deadline":null,"content":"\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Who are we?\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;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\u0026#39; 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.\u0026lt;/p\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;We are looking for a motivated professional to join our team as an Associate Director. In this role, you will work closely with the team to manage important aspects of the client relationship. This role is designed for those that have experience managing client relationships in an investment advisory capacity. Duties and responsibilities include, but are not limited to:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Support to CEOs and Partners by providing service and support functions such as:\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Portfolio analysis, trade execution, account maintenance and client/prospect meeting preparation\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Review various non-publicly traded alternative investments (real estate, credit etc.) and communicate these strategies to clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Construct performance and asset allocation reports along with the recommended portfolio changes\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Provide exceptional service and devise customized financial strategies for existing/prospective clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Provide investment advice to clients in meetings with CEOs and Partners\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Interact with clients, supporting all aspects of their servicing needs:\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Researching client inquiries, managing follow up communication and conducting quarterly performance reviews\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;3-5+ years of wealth management experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Exceptional organizational skills, attention to detail\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Exceptional written and verbal communications skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to think critically, anticipate issues and prioritize multiple projects\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Familiarity with operational aspects of business (new account openings, disbursements, etc.)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Exceptional relationship buildings skills both inside and outside of the organization\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to work in a fast paced, high-volume, high-pressure environment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with Salesforce is a plus\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;CFA, CFP, CAIA designation is a plus\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with Fidelity Investments is a plus\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;“No task is too small” mentality\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s degree is required\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;#LI-JK1 \u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;","departments":[{"id":4006036003,"name":"Quest","child_ids":[],"parent_id":4053940003}],"offices":[{"id":4065608003,"name":"Dallas","location":"Dallas, Texas, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/ieqcapital/jobs/7659130003","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5729707003,"location":{"name":"Los Angeles, CA"},"metadata":null,"id":7659130003,"updated_at":"2026-06-04T15:47:33-04:00","requisition_id":"GJou226","title":"Associate Director, Wealth Management","company_name":"IEQ Capital","first_published":"2026-03-09T17:28:37-04:00","language":"en","application_deadline":null,"content":"\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Who are we?\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;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\u0026#39; 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.\u0026lt;/p\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;We are looking for a motivated professional to join our team as an Associate Director. In this role, you will work closely with the team to manage important aspects of the client relationship. This role is designed for those that have experience managing client relationships in an investment advisory capacity. Duties and responsibilities include, but are not limited to:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Support to Partners and Managing Directors by providing service and support functions such as:\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Portfolio analysis, trade execution, account maintenance and client/prospect meeting preparation\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Review various non-publicly traded alternative investments (real estate, credit etc.) and communicate these strategies to clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Construct performance and asset allocation reports along with the recommended portfolio changes\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Provide exceptional service and devise customized financial strategies for existing/prospective clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Provide investment advice to clients in meetings with Managing Directors and Partners\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Interact with clients, supporting all aspects of their servicing needs:\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Researching client inquiries, managing follow up communication and conducting quarterly performance reviews\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span data-olk-copy-source=\u0026quot;MessageBody\u0026quot;\u0026gt;Some travel may be required based on business needs\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;4-7+ years of wealth management experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Exceptional organizational skills, attention to detail\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Exceptional written and verbal communications skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to think critically, anticipate issues and prioritize multiple projects\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Familiarity with operational aspects of business (new account openings, disbursements, etc.)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Exceptional relationship buildings skills both inside and outside of the organization\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to work in a fast paced, high-volume, high-pressure environment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with Salesforce is a plus\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;CFA, CFP, CAIA designation is a plus\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with Fidelity Investments is a plus\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;“No task is too small” mentality\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s degree is required\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Compensation\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;The total compensation range for this role, inclusive of base salary and bonus, is $135,000-$175,000, depending on skills and experience.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;","departments":[{"id":4053942003,"name":"Journey","child_ids":[],"parent_id":4053940003}],"offices":[{"id":4003292003,"name":"Los Angeles","location":"Los Angeles, California, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/ieqcapital/jobs/7659136003","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5729711003,"location":{"name":"San Francisco, CA"},"metadata":null,"id":7659136003,"updated_at":"2026-06-04T15:47:55-04:00","requisition_id":"GJou226","title":"Associate Director, Wealth Management","company_name":"IEQ Capital","first_published":"2026-03-09T17:31:58-04:00","language":"en","application_deadline":null,"content":"\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Who are we?\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;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\u0026#39; 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.\u0026lt;/p\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;We are looking for a motivated professional to join our team as an Associate Director. In this role, you will work closely with the team to manage important aspects of the client relationship. This role is designed for those that have experience managing client relationships in an investment advisory capacity. Duties and responsibilities include, but are not limited to:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Support to Partners and Managing Directors by providing service and support functions such as:\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Portfolio analysis, trade execution, account maintenance and client/prospect meeting preparation\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Review various non-publicly traded alternative investments (real estate, credit etc.) and communicate these strategies to clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Construct performance and asset allocation reports along with the recommended portfolio changes\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Provide exceptional service and devise customized financial strategies for existing/prospective clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Provide investment advice to clients in meetings with Managing Directors and Partners\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Interact with clients, supporting all aspects of their servicing needs:\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Researching client inquiries, managing follow up communication and conducting quarterly performance reviews\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span data-olk-copy-source=\u0026quot;MessageBody\u0026quot;\u0026gt;Some travel may be required based on business needs\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span data-olk-copy-source=\u0026quot;MessageBody\u0026quot;\u0026gt;Flexibility to work onsite at our San Francisco and Foster City locations is required\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;4-7+ years of wealth management experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Exceptional organizational skills, attention to detail\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Exceptional written and verbal communications skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to think critically, anticipate issues and prioritize multiple projects\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Familiarity with operational aspects of business (new account openings, disbursements, etc.)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Exceptional relationship buildings skills both inside and outside of the organization\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to work in a fast paced, high-volume, high-pressure environment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with Salesforce is a plus\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;CFA, CFP, CAIA designation is a plus\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with Fidelity Investments is a plus\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;“No task is too small” mentality\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s degree is required\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Compensation\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;The total compensation range for this role, inclusive of base salary and bonus, is $135,000-$175,000, depending on skills and experience.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;","departments":[{"id":4053942003,"name":"Journey","child_ids":[],"parent_id":4053940003}],"offices":[{"id":4067860003,"name":"San Francisco","location":null,"child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/ieqcapital/jobs/7659148003","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5729718003,"location":{"name":"Foster City, CA"},"metadata":null,"id":7659148003,"updated_at":"2026-06-04T15:49:09-04:00","requisition_id":"GJou226","title":"Associate Director, Wealth Management","company_name":"IEQ Capital","first_published":"2026-03-09T17:33:23-04:00","language":"en","application_deadline":null,"content":"\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Who are we?\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;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\u0026#39; 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.\u0026lt;/p\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;We are looking for a motivated professional to join our team as an Associate Director. In this role, you will work closely with the team to manage important aspects of the client relationship. This role is designed for those that have experience managing client relationships in an investment advisory capacity. Duties and responsibilities include, but are not limited to:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Support to Partners and Managing Directors by providing service and support functions such as:\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Portfolio analysis, trade execution, account maintenance and client/prospect meeting preparation\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Review various non-publicly traded alternative investments (real estate, credit etc.) and communicate these strategies to clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Construct performance and asset allocation reports along with the recommended portfolio changes\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Provide exceptional service and devise customized financial strategies for existing/prospective clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Provide investment advice to clients in meetings with Managing Directors and Partners\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Interact with clients, supporting all aspects of their servicing needs:\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Researching client inquiries, managing follow up communication and conducting quarterly performance reviews\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span data-olk-copy-source=\u0026quot;MessageBody\u0026quot;\u0026gt;Some travel may be required based on business needs\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span data-olk-copy-source=\u0026quot;MessageBody\u0026quot;\u0026gt;Flexibility to work onsite at our San Francisco and Foster City locations is required\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;4-7+ years of wealth management experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Exceptional organizational skills, attention to detail\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Exceptional written and verbal communications skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to think critically, anticipate issues and prioritize multiple projects\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Familiarity with operational aspects of business (new account openings, disbursements, etc.)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Exceptional relationship buildings skills both inside and outside of the organization\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to work in a fast paced, high-volume, high-pressure environment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with Salesforce is a plus\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;CFA, CFP, CAIA designation is a plus\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with Fidelity Investments is a plus\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;“No task is too small” mentality\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s degree is required\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Compensation\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;The total compensation range for this role, inclusive of base salary and bonus, is $135,000-$175,000, depending on skills and experience.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;","departments":[{"id":4053942003,"name":"Journey","child_ids":[],"parent_id":4053940003}],"offices":[{"id":4003291003,"name":"Foster City","location":"Foster City, California, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/ieqcapital/jobs/7754201003","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5773213003,"location":{"name":"Los Angeles, CA"},"metadata":null,"id":7754201003,"updated_at":"2026-06-04T15:43:12-04:00","requisition_id":"BVoy526","title":"Associate Director, Wealth Management","company_name":"IEQ Capital","first_published":"2026-05-29T19:00:44-04:00","language":"en","application_deadline":null,"content":"\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Who are we?\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;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\u0026#39; 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.\u0026lt;/p\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;We are looking for a motivated professional to join our team as an Associate Director. In this role, you will work closely with the team to manage important aspects of the client relationship. This role is designed for those that have experience managing client relationships in an investment advisory capacity. Duties and responsibilities include, but are not limited to:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Support to CEOs and Partners by providing service and support functions such as:\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Portfolio analysis, trade execution, account maintenance and client/prospect meeting preparation\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Review various non-publicly traded alternative investments (real estate, credit etc.) and communicate these strategies to clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Construct performance and asset allocation reports along with the recommended portfolio changes\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Provide exceptional service and devise customized financial strategies for existing/prospective clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Provide investment advice to clients in meetings with CEOs and Partners\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Interact with clients, supporting all aspects of their servicing needs:\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Researching client inquiries, managing follow up communication and conducting quarterly performance reviews\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;3-5+ years of wealth management experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Exceptional organizational skills, attention to detail\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Exceptional written and verbal communications skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to think critically, anticipate issues and prioritize multiple projects\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Familiarity with operational aspects of business (new account openings, disbursements, etc.)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Exceptional relationship buildings skills both inside and outside of the organization\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to work in a fast paced, high-volume, high-pressure environment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with Salesforce is a plus\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;CFA, CFP, CAIA designation is a plus\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with Fidelity Investments is a plus\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;“No task is too small” mentality\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s degree is required\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Compensation\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;The total compensation range for this role, inclusive of base salary and bonus, is $135,000-$175,000, depending on skills and experience.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;#LI-JK1 \u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;","departments":[{"id":4053941003,"name":"Voyage","child_ids":[],"parent_id":4053940003}],"offices":[{"id":4003292003,"name":"Los Angeles","location":"Los Angeles, California, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/ieqcapital/jobs/7506836003","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5669947003,"location":{"name":"San Francisco, CA"},"metadata":null,"id":7506836003,"updated_at":"2026-06-04T15:38:27-04:00","requisition_id":"BJou226","title":"Associate, Wealth Management","company_name":"IEQ Capital","first_published":"2025-10-24T12:21:22-04:00","language":"en","application_deadline":null,"content":"\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;Who\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;a\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;re\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;w\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;e?\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335551550\u0026amp;quot;:6,\u0026amp;quot;335551620\u0026amp;quot;:6,\u0026amp;quot;335559685\u0026amp;quot;:-810,\u0026amp;quot;335559737\u0026amp;quot;:-540,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management. Our quest is to integrate the Intellectual and Emotional Quotient, generating exceptional investment results 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 fiduciary standard to put our clients\u0026#39; interests first.\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;W\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;e focus our efforts on helping clients meet their\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;investment objectives without the distractions and limitations that can arise within much larger organizations.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559685\u0026amp;quot;:-810,\u0026amp;quot;335559737\u0026amp;quot;:-540,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;The Role\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559685\u0026amp;quot;:-810,\u0026amp;quot;335559737\u0026amp;quot;:-540,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;We are looking for a motivated professional to join our San Francisco-based team as an Associate. This person will be required to work out of our Foster City office as needed. T\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;h\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;e Associate\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;will work closely with the rest of the team to manage important elements of the client relationshi\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;p. \u0026amp;nbsp;\u0026lt;span data-olk-copy-source=\u0026quot;MessageBody\u0026quot;\u0026gt;Flexible start time of 6-7:30 am. Expectation is ~10-12-hours per day, resulting in ~50-60 hours per week subject to business needs \u0026lt;/span\u0026gt;This role will help\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;build the foundation you need to\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;successfully grow within the company.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;If you are looking\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;to make an impact\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;on a thriving business,\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;want\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;upward mobility\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026amp;nbsp;within a firm\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;, want to challenge yourself and\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;be a part of a\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;high-performing team,\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;this role may be\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;the one for you.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Duties and responsibilities include, but are not limited to\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;:\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559685\u0026amp;quot;:-810,\u0026amp;quot;335559737\u0026amp;quot;:-540,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;1\u0026quot; data-aria-posinset=\u0026quot;1\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Support\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;the Partners\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026amp;nbsp;and their team by providing operational funct\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;ions such as:\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559737\u0026amp;quot;:-540,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;1\u0026quot; data-aria-posinset=\u0026quot;1\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Money movement\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026amp;nbsp;(i.e. wire and journals)\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559737\u0026amp;quot;:-540,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;1\u0026quot; data-aria-posinset=\u0026quot;1\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Account creation and maintenance\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559737\u0026amp;quot;:-540,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;1\u0026quot; data-aria-posinset=\u0026quot;1\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Ad hoc project management\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559737\u0026amp;quot;:-540,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;1\u0026quot; data-aria-posinset=\u0026quot;1\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Portfolio performance updates\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559737\u0026amp;quot;:-540,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;1\u0026quot; data-aria-posinset=\u0026quot;1\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Database management\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559737\u0026amp;quot;:-540,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;1\u0026quot; data-aria-posinset=\u0026quot;1\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Communicate with clients regarding transactions, such as asset transfers\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026amp;nbsp;and account opening\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026amp;nbsp;procedures\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559737\u0026amp;quot;:-540,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;1\u0026quot; data-aria-posinset=\u0026quot;2\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Participate\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026amp;nbsp;in educational sessions with\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;the senior\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026amp;nbsp;team members to expand the Associate’s knowledge of the markets and our business\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;1\u0026quot; data-aria-posinset=\u0026quot;2\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span data-olk-copy-source=\u0026quot;MessageBody\u0026quot;\u0026gt;Ensure adherence to the firm’s compliance standards, operational policies, and procedures, while upholding strict client privacy and confidentiality in all matters.\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;“Upward mobility”\u0026amp;nbsp;are not\u0026amp;nbsp;just words on a page;\u0026amp;nbsp;the IEQ team\u0026amp;nbsp;has a track record of\u0026amp;nbsp;growth\u0026amp;nbsp;within the firm.\u0026amp;nbsp;Many individuals on our team began their career in the Associate role,\u0026amp;nbsp;and\u0026amp;nbsp;with hard work\u0026amp;nbsp;and\u0026amp;nbsp;dedication\u0026amp;nbsp;they have become some of the most senior individuals\u0026amp;nbsp;at the firm.\u0026amp;nbsp;Several former Associates are\u0026amp;nbsp;now Partners.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;Qualifications\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559685\u0026amp;quot;:-810,\u0026amp;quot;335559737\u0026amp;quot;:-540,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;1-2+ years of relevant work or internship experience preferred\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559737\u0026amp;quot;:-540,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;2\u0026quot; data-aria-posinset=\u0026quot;1\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Deep curiosity about the\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026amp;nbsp;financial\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026amp;nbsp;markets\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559737\u0026amp;quot;:-540,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;2\u0026quot; data-aria-posinset=\u0026quot;2\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Exceptional organizational skills and attention to detail\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559737\u0026amp;quot;:-540,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;2\u0026quot; data-aria-posinset=\u0026quot;2\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Ability to t\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;hink critically and anticipate issues\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559737\u0026amp;quot;:-540,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;2\u0026quot; data-aria-posinset=\u0026quot;2\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Exceptional verbal and \u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;written\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;communications skills\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559737\u0026amp;quot;:-540,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;2\u0026quot; data-aria-posinset=\u0026quot;2\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Good relationship\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;-\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;building\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026amp;nbsp;skills both inside and outside of the organization\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559737\u0026amp;quot;:-540,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;2\u0026quot; data-aria-posinset=\u0026quot;2\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Ability to work in a fast\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;-\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;paced, high-volume\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;, high-pressure\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026amp;nbsp;environment\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559737\u0026amp;quot;:-540,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;2\u0026quot; data-aria-posinset=\u0026quot;2\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Experience with Salesforce is a plus\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559737\u0026amp;quot;:-540,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;2\u0026quot; data-aria-posinset=\u0026quot;2\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;“No task is too small” mentality\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559737\u0026amp;quot;:-540,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;2\u0026quot; data-aria-posinset=\u0026quot;2\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Bachelor’s degree is required \u0026lt;/span\u0026gt;\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559685\u0026amp;quot;:-810,\u0026amp;quot;335559737\u0026amp;quot;:-540,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;Compensation\u0026lt;/span\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;The salary range for this role, inclusive of base and bonus, is $90,000 - $115,000, depending on skills and experience.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;","departments":[{"id":4053942003,"name":"Journey","child_ids":[],"parent_id":4053940003}],"offices":[{"id":4067860003,"name":"San Francisco","location":null,"child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/ieqcapital/jobs/7513197003","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5672533003,"location":{"name":"San Francisco, CA"},"metadata":null,"id":7513197003,"updated_at":"2026-06-04T16:04:08-04:00","requisition_id":"DEpq226","title":"Associate, Wealth Management","company_name":"IEQ Capital","first_published":"2026-06-04T13:20:20-04:00","language":"en","application_deadline":null,"content":"\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;Who\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;a\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;re\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;w\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;e?\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335551550\u0026amp;quot;:6,\u0026amp;quot;335551620\u0026amp;quot;:6,\u0026amp;quot;335559685\u0026amp;quot;:-810,\u0026amp;quot;335559737\u0026amp;quot;:-540,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management. Our quest is to integrate the Intellectual and Emotional Quotient, generating exceptional investment results 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 fiduciary standard to put our clients\u0026#39; interests first.\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;W\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;e focus our efforts on helping clients meet their\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;investment objectives without the distractions and limitations that can arise within much larger organizations.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559685\u0026amp;quot;:-810,\u0026amp;quot;335559737\u0026amp;quot;:-540,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;The Role\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559685\u0026amp;quot;:-810,\u0026amp;quot;335559737\u0026amp;quot;:-540,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;We are looking for a motivated professional to join our San Francisco-based team as an associate.T\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;h\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;e Associate\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;will work closely with the rest of the team to manage important elements of the client relationshi\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;p. This role will help\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;build the foundation you need to\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;successfully grow within the company.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;If you are looking\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;to make an impact\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;on a thriving business,\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;want\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;upward mobility\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026amp;nbsp;within a firm\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;, want to challenge yourself and\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;be a part of a\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;high-performing team,\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;this role may be\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;the one for you.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Duties and responsibilities include, but are not limited to\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;:\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559685\u0026amp;quot;:-810,\u0026amp;quot;335559737\u0026amp;quot;:-540,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;1\u0026quot; data-aria-posinset=\u0026quot;1\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Support\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;the Partners\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026amp;nbsp;and their team by providing operational funct\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;ions such as:\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559737\u0026amp;quot;:-540,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;1\u0026quot; data-aria-posinset=\u0026quot;1\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Money movement\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026amp;nbsp;(i.e. wire and journals)\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559737\u0026amp;quot;:-540,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;1\u0026quot; data-aria-posinset=\u0026quot;1\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Account creation and maintenance\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559737\u0026amp;quot;:-540,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;1\u0026quot; data-aria-posinset=\u0026quot;1\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Ad hoc project management\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559737\u0026amp;quot;:-540,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;1\u0026quot; data-aria-posinset=\u0026quot;1\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Portfolio performance updates\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559737\u0026amp;quot;:-540,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;1\u0026quot; data-aria-posinset=\u0026quot;1\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Database management\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559737\u0026amp;quot;:-540,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;1\u0026quot; data-aria-posinset=\u0026quot;1\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Communicate with clients regarding transactions, such as asset transfers\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026amp;nbsp;and account opening\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026amp;nbsp;procedures\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559737\u0026amp;quot;:-540,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;1\u0026quot; data-aria-posinset=\u0026quot;2\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Participate\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026amp;nbsp;in educational sessions with\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;the senior\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026amp;nbsp;team members to expand the Associate’s knowledge of the markets and our business\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;1\u0026quot; data-aria-posinset=\u0026quot;2\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span data-olk-copy-source=\u0026quot;MessageBody\u0026quot;\u0026gt;Ensure adherence to the firm’s compliance standards, operational policies, and procedures, while upholding strict client privacy and confidentiality in all matters.\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;“Upward mobility”\u0026amp;nbsp;are not\u0026amp;nbsp;just words on a page;\u0026amp;nbsp;the IEQ team\u0026amp;nbsp;has a track record of\u0026amp;nbsp;growth\u0026amp;nbsp;within the firm.\u0026amp;nbsp;Many individuals on our team began their career in the Associate role,\u0026amp;nbsp;and\u0026amp;nbsp;with hard work\u0026amp;nbsp;and\u0026amp;nbsp;dedication\u0026amp;nbsp;they have become some of the most senior individuals\u0026amp;nbsp;at the firm.\u0026amp;nbsp;Several former Associates are\u0026amp;nbsp;now Partners.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;Qualifications\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559685\u0026amp;quot;:-810,\u0026amp;quot;335559737\u0026amp;quot;:-540,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;1-2+ years of relevant work or internship experience preferred\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559737\u0026amp;quot;:-540,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;2\u0026quot; data-aria-posinset=\u0026quot;1\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Deep curiosity about the\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026amp;nbsp;financial\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026amp;nbsp;markets\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559737\u0026amp;quot;:-540,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;2\u0026quot; data-aria-posinset=\u0026quot;2\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Exceptional organizational skills and attention to detail\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559737\u0026amp;quot;:-540,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;2\u0026quot; data-aria-posinset=\u0026quot;2\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Ability to t\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;hink critically and anticipate issues\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559737\u0026amp;quot;:-540,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;2\u0026quot; data-aria-posinset=\u0026quot;2\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Exceptional verbal and \u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;written\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;communications skills\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559737\u0026amp;quot;:-540,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;2\u0026quot; data-aria-posinset=\u0026quot;2\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Good relationship\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;-\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;building\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026amp;nbsp;skills both inside and outside of the organization\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559737\u0026amp;quot;:-540,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;2\u0026quot; data-aria-posinset=\u0026quot;2\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Ability to work in a fast\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;-\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;paced, high-volume\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;, high-pressure\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026amp;nbsp;environment\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559737\u0026amp;quot;:-540,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;2\u0026quot; data-aria-posinset=\u0026quot;2\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Experience with Salesforce is a plus\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559737\u0026amp;quot;:-540,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;2\u0026quot; data-aria-posinset=\u0026quot;2\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;“No task is too small” mentality\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559737\u0026amp;quot;:-540,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;2\u0026quot; data-aria-posinset=\u0026quot;2\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Bachelor’s degree is required\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h2\u0026gt;Career Path\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;You should expect to hold the Associate position for 18-24 months\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;D\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;uring\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;that\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;time\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;,\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026amp;nbsp;you will be evaluated\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026amp;nbsp;on the impact of your contributions, taking on more responsibilities as you acquire the necessary skills to\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026amp;nbsp;move on to a more senior role. We operate as a meritocracy and\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;incentivize leadership, initiative and “out-of-the-box” thinking\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;, as well as a “roll-up-your sleeves” work mentality\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;. A successful Associate will have opportunities to transition to a\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;more senior\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;client-facing\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;role or take on additional operational responsibilities. Associates with an interest in investments will be exposed to a variety\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;of opportunities to further their knowledge\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559685\u0026amp;quot;:-810,\u0026amp;quot;335559737\u0026amp;quot;:-540,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559685\u0026amp;quot;:-810,\u0026amp;quot;335559737\u0026amp;quot;:-540,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;Compensation\u0026lt;/span\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;The salary range for this role is $90,000 - $110,000, depending on skills and experience.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;","departments":[{"id":4093105003,"name":"Atlas","child_ids":[],"parent_id":4053940003}],"offices":[{"id":4067860003,"name":"San Francisco","location":null,"child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/ieqcapital/jobs/7730802003","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5763430003,"location":{"name":"Los Angeles, CA"},"metadata":null,"id":7730802003,"updated_at":"2026-06-04T15:39:11-04:00","requisition_id":"BJou226","title":"Associate, Wealth Management","company_name":"IEQ Capital","first_published":"2026-05-11T13:46:20-04:00","language":"en","application_deadline":null,"content":"\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;Who\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;a\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;re\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;w\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;e?\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335551550\u0026amp;quot;:6,\u0026amp;quot;335551620\u0026amp;quot;:6,\u0026amp;quot;335559685\u0026amp;quot;:-810,\u0026amp;quot;335559737\u0026amp;quot;:-540,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management. Our quest is to integrate the Intellectual and Emotional Quotient, generating exceptional investment results 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 fiduciary standard to put our clients\u0026#39; interests first.\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;W\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;e focus our efforts on helping clients meet their\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;investment objectives without the distractions and limitations that can arise within much larger organizations.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559685\u0026amp;quot;:-810,\u0026amp;quot;335559737\u0026amp;quot;:-540,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;The Role\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559685\u0026amp;quot;:-810,\u0026amp;quot;335559737\u0026amp;quot;:-540,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;We are looking for a motivated professional to join our team as an Associate.T\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;h\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;e Associate\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;will work closely with the rest of the team to manage important elements of the client relationshi\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;p. \u0026amp;nbsp;\u0026lt;span data-olk-copy-source=\u0026quot;MessageBody\u0026quot;\u0026gt;Flexible start time of 6-7:30 am. Expectation is ~10-12-hours per day, resulting in ~50-60 hours per week subject to business needs \u0026lt;/span\u0026gt;This role will help\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;build the foundation you need to\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;successfully grow within the company.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;If you are looking\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;to make an impact\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;on a thriving business,\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;want\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;upward mobility\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026amp;nbsp;within a firm\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;, want to challenge yourself and\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;be a part of a\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;high-performing team,\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;this role may be\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;the one for you.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Duties and responsibilities include, but are not limited to\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;:\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559685\u0026amp;quot;:-810,\u0026amp;quot;335559737\u0026amp;quot;:-540,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;1\u0026quot; data-aria-posinset=\u0026quot;1\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Support\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;the Partners\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026amp;nbsp;and their team by providing operational funct\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;ions such as:\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559737\u0026amp;quot;:-540,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;1\u0026quot; data-aria-posinset=\u0026quot;1\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Money movement\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026amp;nbsp;(i.e. wire and journals)\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559737\u0026amp;quot;:-540,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;1\u0026quot; data-aria-posinset=\u0026quot;1\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Account creation and maintenance\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559737\u0026amp;quot;:-540,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;1\u0026quot; data-aria-posinset=\u0026quot;1\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Ad hoc project management\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559737\u0026amp;quot;:-540,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;1\u0026quot; data-aria-posinset=\u0026quot;1\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Portfolio performance updates\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559737\u0026amp;quot;:-540,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;1\u0026quot; data-aria-posinset=\u0026quot;1\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Database management\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559737\u0026amp;quot;:-540,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;1\u0026quot; data-aria-posinset=\u0026quot;1\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Communicate with clients regarding transactions, such as asset transfers\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026amp;nbsp;and account opening\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026amp;nbsp;procedures\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559737\u0026amp;quot;:-540,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;1\u0026quot; data-aria-posinset=\u0026quot;2\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Participate\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026amp;nbsp;in educational sessions with\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;the senior\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026amp;nbsp;team members to expand the Associate’s knowledge of the markets and our business\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;1\u0026quot; data-aria-posinset=\u0026quot;2\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span data-olk-copy-source=\u0026quot;MessageBody\u0026quot;\u0026gt;Ensure adherence to the firm’s compliance standards, operational policies, and procedures, while upholding strict client privacy and confidentiality in all matters.\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;“Upward mobility”\u0026amp;nbsp;are not\u0026amp;nbsp;just words on a page;\u0026amp;nbsp;the IEQ team\u0026amp;nbsp;has a track record of\u0026amp;nbsp;growth\u0026amp;nbsp;within the firm.\u0026amp;nbsp;Many individuals on our team began their career in the Associate role,\u0026amp;nbsp;and\u0026amp;nbsp;with hard work\u0026amp;nbsp;and\u0026amp;nbsp;dedication\u0026amp;nbsp;they have become some of the most senior individuals\u0026amp;nbsp;at the firm.\u0026amp;nbsp;Several former Associates are\u0026amp;nbsp;now Partners.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;Qualifications\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559685\u0026amp;quot;:-810,\u0026amp;quot;335559737\u0026amp;quot;:-540,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;1-2+ years of relevant work or internship experience preferred\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559737\u0026amp;quot;:-540,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;2\u0026quot; data-aria-posinset=\u0026quot;1\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Deep curiosity about the\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026amp;nbsp;financial\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026amp;nbsp;markets\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559737\u0026amp;quot;:-540,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;2\u0026quot; data-aria-posinset=\u0026quot;2\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Exceptional organizational skills and attention to detail\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559737\u0026amp;quot;:-540,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;2\u0026quot; data-aria-posinset=\u0026quot;2\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Ability to t\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;hink critically and anticipate issues\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559737\u0026amp;quot;:-540,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;2\u0026quot; data-aria-posinset=\u0026quot;2\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Exceptional verbal and \u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;written\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;communications skills\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559737\u0026amp;quot;:-540,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;2\u0026quot; data-aria-posinset=\u0026quot;2\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Good relationship\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;-\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;building\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026amp;nbsp;skills both inside and outside of the organization\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559737\u0026amp;quot;:-540,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;2\u0026quot; data-aria-posinset=\u0026quot;2\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Ability to work in a fast\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;-\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;paced, high-volume\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;, high-pressure\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026amp;nbsp;environment\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559737\u0026amp;quot;:-540,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;2\u0026quot; data-aria-posinset=\u0026quot;2\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Experience with Salesforce is a plus\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559737\u0026amp;quot;:-540,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;2\u0026quot; data-aria-posinset=\u0026quot;2\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;“No task is too small” mentality\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559737\u0026amp;quot;:-540,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;2\u0026quot; data-aria-posinset=\u0026quot;2\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Bachelor’s degree is required \u0026lt;/span\u0026gt;\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559685\u0026amp;quot;:-810,\u0026amp;quot;335559737\u0026amp;quot;:-540,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;Compensation\u0026lt;/span\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;The salary range for this role, inclusive of base and bonus, is $90,000 - $115,000, depending on skills and experience.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;","departments":[{"id":4053942003,"name":"Journey","child_ids":[],"parent_id":4053940003}],"offices":[{"id":4003292003,"name":"Los Angeles","location":"Los Angeles, California, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/ieqcapital/jobs/7730799003","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5763428003,"location":{"name":"Foster City, CA"},"metadata":null,"id":7730799003,"updated_at":"2026-06-04T15:38:50-04:00","requisition_id":"BJou226","title":"Associate, Wealth Management","company_name":"IEQ Capital","first_published":"2026-05-11T13:44:46-04:00","language":"en","application_deadline":null,"content":"\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;Who\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;a\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;re\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;w\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;e?\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335551550\u0026amp;quot;:6,\u0026amp;quot;335551620\u0026amp;quot;:6,\u0026amp;quot;335559685\u0026amp;quot;:-810,\u0026amp;quot;335559737\u0026amp;quot;:-540,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management. Our quest is to integrate the Intellectual and Emotional Quotient, generating exceptional investment results 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 fiduciary standard to put our clients\u0026#39; interests first.\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;W\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;e focus our efforts on helping clients meet their\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;investment objectives without the distractions and limitations that can arise within much larger organizations.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559685\u0026amp;quot;:-810,\u0026amp;quot;335559737\u0026amp;quot;:-540,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;The Role\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559685\u0026amp;quot;:-810,\u0026amp;quot;335559737\u0026amp;quot;:-540,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;We are looking for a motivated professional to join our Foster-City based team as an Associate. This person will be required to work out of our San Francisco office as needed. T\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;h\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;e Associate\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;will work closely with the rest of the team to manage important elements of the client relationshi\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;p. \u0026amp;nbsp;\u0026lt;span data-olk-copy-source=\u0026quot;MessageBody\u0026quot;\u0026gt;Flexible start time of 6-7:30 am. Expectation is ~10-12-hours per day, resulting in ~50-60 hours per week subject to business needs \u0026lt;/span\u0026gt;This role will help\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;build the foundation you need to\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;successfully grow within the company.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;If you are looking\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;to make an impact\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;on a thriving business,\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;want\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;upward mobility\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026amp;nbsp;within a firm\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;, want to challenge yourself and\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;be a part of a\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;high-performing team,\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;this role may be\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;the one for you.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Duties and responsibilities include, but are not limited to\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;:\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559685\u0026amp;quot;:-810,\u0026amp;quot;335559737\u0026amp;quot;:-540,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;1\u0026quot; data-aria-posinset=\u0026quot;1\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Support\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;the Partners\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026amp;nbsp;and their team by providing operational funct\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;ions such as:\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559737\u0026amp;quot;:-540,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;1\u0026quot; data-aria-posinset=\u0026quot;1\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Money movement\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026amp;nbsp;(i.e. wire and journals)\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559737\u0026amp;quot;:-540,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;1\u0026quot; data-aria-posinset=\u0026quot;1\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Account creation and maintenance\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559737\u0026amp;quot;:-540,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;1\u0026quot; data-aria-posinset=\u0026quot;1\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Ad hoc project management\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559737\u0026amp;quot;:-540,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;1\u0026quot; data-aria-posinset=\u0026quot;1\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Portfolio performance updates\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559737\u0026amp;quot;:-540,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;1\u0026quot; data-aria-posinset=\u0026quot;1\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Database management\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559737\u0026amp;quot;:-540,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;1\u0026quot; data-aria-posinset=\u0026quot;1\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Communicate with clients regarding transactions, such as asset transfers\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026amp;nbsp;and account opening\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026amp;nbsp;procedures\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559737\u0026amp;quot;:-540,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;1\u0026quot; data-aria-posinset=\u0026quot;2\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Participate\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026amp;nbsp;in educational sessions with\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;the senior\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026amp;nbsp;team members to expand the Associate’s knowledge of the markets and our business\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;1\u0026quot; data-aria-posinset=\u0026quot;2\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span data-olk-copy-source=\u0026quot;MessageBody\u0026quot;\u0026gt;Ensure adherence to the firm’s compliance standards, operational policies, and procedures, while upholding strict client privacy and confidentiality in all matters.\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;“Upward mobility”\u0026amp;nbsp;are not\u0026amp;nbsp;just words on a page;\u0026amp;nbsp;the IEQ team\u0026amp;nbsp;has a track record of\u0026amp;nbsp;growth\u0026amp;nbsp;within the firm.\u0026amp;nbsp;Many individuals on our team began their career in the Associate role,\u0026amp;nbsp;and\u0026amp;nbsp;with hard work\u0026amp;nbsp;and\u0026amp;nbsp;dedication\u0026amp;nbsp;they have become some of the most senior individuals\u0026amp;nbsp;at the firm.\u0026amp;nbsp;Several former Associates are\u0026amp;nbsp;now Partners.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;Qualifications\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559685\u0026amp;quot;:-810,\u0026amp;quot;335559737\u0026amp;quot;:-540,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;1-2+ years of relevant work or internship experience preferred\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559737\u0026amp;quot;:-540,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;2\u0026quot; data-aria-posinset=\u0026quot;1\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Deep curiosity about the\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026amp;nbsp;financial\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026amp;nbsp;markets\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559737\u0026amp;quot;:-540,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;2\u0026quot; data-aria-posinset=\u0026quot;2\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Exceptional organizational skills and attention to detail\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559737\u0026amp;quot;:-540,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;2\u0026quot; data-aria-posinset=\u0026quot;2\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Ability to t\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;hink critically and anticipate issues\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559737\u0026amp;quot;:-540,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;2\u0026quot; data-aria-posinset=\u0026quot;2\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Exceptional verbal and \u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;written\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;communications skills\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559737\u0026amp;quot;:-540,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;2\u0026quot; data-aria-posinset=\u0026quot;2\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Good relationship\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;-\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;building\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026amp;nbsp;skills both inside and outside of the organization\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559737\u0026amp;quot;:-540,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;2\u0026quot; data-aria-posinset=\u0026quot;2\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Ability to work in a fast\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;-\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;paced, high-volume\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;, high-pressure\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026amp;nbsp;environment\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559737\u0026amp;quot;:-540,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;2\u0026quot; data-aria-posinset=\u0026quot;2\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Experience with Salesforce is a plus\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559737\u0026amp;quot;:-540,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;2\u0026quot; data-aria-posinset=\u0026quot;2\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;“No task is too small” mentality\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559737\u0026amp;quot;:-540,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;2\u0026quot; data-aria-posinset=\u0026quot;2\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Bachelor’s degree is required \u0026lt;/span\u0026gt;\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559685\u0026amp;quot;:-810,\u0026amp;quot;335559737\u0026amp;quot;:-540,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;Compensation\u0026lt;/span\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;The salary range for this role, inclusive of base and bonus, is $90,000 - $115,000, depending on skills and experience.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;","departments":[{"id":4053942003,"name":"Journey","child_ids":[],"parent_id":4053940003}],"offices":[{"id":4003291003,"name":"Foster City","location":"Foster City, California, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/ieqcapital/jobs/7578317003","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5696565003,"location":{"name":"Los Angeles, CA"},"metadata":null,"id":7578317003,"updated_at":"2026-06-04T15:39:57-04:00","requisition_id":"GQue5","title":"Associate, Wealth Management ","company_name":"IEQ Capital","first_published":"2026-01-05T12:22:15-05:00","language":"en","application_deadline":null,"content":"\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;Who\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;a\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;re\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;w\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;e?\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335551550\u0026amp;quot;:6,\u0026amp;quot;335551620\u0026amp;quot;:6,\u0026amp;quot;335559685\u0026amp;quot;:-810,\u0026amp;quot;335559737\u0026amp;quot;:-540,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;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\u0026#39; 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.\u0026lt;/p\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;The Role\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559685\u0026amp;quot;:-810,\u0026amp;quot;335559737\u0026amp;quot;:-540,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;IEQ Capital is looking for a\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;motivated professional to join our Los Angeles-based team as an Associate. T\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;h\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;e Associate\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;will work closely with the rest of the team to manage important elements of the client relationshi\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;p. This role will help\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;build the foundation you need to\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;successfully grow within the company.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;If you are looking\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;to make an impact\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;on a thriving business,\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;want\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;upward mobility\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026amp;nbsp;within a firm\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;, want to challenge yourself and\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;be a part of a\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;high-performing team,\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;this role may be\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;the one for you.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Duties and responsibilities include, but are not limited to\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;:\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559685\u0026amp;quot;:-810,\u0026amp;quot;335559737\u0026amp;quot;:-540,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;1\u0026quot; data-aria-posinset=\u0026quot;1\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Support\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;the Partners\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026amp;nbsp;and their team by providing operational funct\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;ions such as:\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559737\u0026amp;quot;:-540,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;1\u0026quot; data-aria-posinset=\u0026quot;1\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Money movement\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026amp;nbsp;(i.e. wire and journals)\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559737\u0026amp;quot;:-540,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;1\u0026quot; data-aria-posinset=\u0026quot;1\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Account creation and maintenance\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559737\u0026amp;quot;:-540,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;1\u0026quot; data-aria-posinset=\u0026quot;1\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Ad hoc project management\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559737\u0026amp;quot;:-540,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;1\u0026quot; data-aria-posinset=\u0026quot;1\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Portfolio performance updates\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559737\u0026amp;quot;:-540,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;1\u0026quot; data-aria-posinset=\u0026quot;1\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Database management\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559737\u0026amp;quot;:-540,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;1\u0026quot; data-aria-posinset=\u0026quot;1\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Communicate with clients regarding transactions, such as asset transfers\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026amp;nbsp;and account opening\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026amp;nbsp;procedures\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559737\u0026amp;quot;:-540,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;1\u0026quot; data-aria-posinset=\u0026quot;2\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Participate\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026amp;nbsp;in educational sessions with\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;the senior\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026amp;nbsp;team members to expand the Associate’s knowledge of the markets and our business\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559737\u0026amp;quot;:-540,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;“\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;U\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;pward mobility”\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026amp;nbsp;are not\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026amp;nbsp;just words on a page\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;;\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;the IEQ team\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;has a track record of\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;growth\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026amp;nbsp;within the firm.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Many individuals on our team began their career in the Associate role\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;,\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026amp;nbsp;and\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026amp;nbsp;with hard work\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026amp;nbsp;and\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;dedication\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;they have become some of the most senior individuals\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;at the firm\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Several former Associates are\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;now Partners.\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335551550\u0026amp;quot;:6,\u0026amp;quot;335551620\u0026amp;quot;:6,\u0026amp;quot;335559685\u0026amp;quot;:-810,\u0026amp;quot;335559739\u0026amp;quot;:0,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;Qualifications\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559685\u0026amp;quot;:-810,\u0026amp;quot;335559737\u0026amp;quot;:-540,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;1-2+ years of relevant work or internship experience preferred\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559737\u0026amp;quot;:-540,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;2\u0026quot; data-aria-posinset=\u0026quot;1\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Deep curiosity about the\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026amp;nbsp;financial\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026amp;nbsp;markets\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559737\u0026amp;quot;:-540,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;2\u0026quot; data-aria-posinset=\u0026quot;2\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Exceptional organizational skills and attention to detail\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559737\u0026amp;quot;:-540,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;2\u0026quot; data-aria-posinset=\u0026quot;2\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Ability to t\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;hink critically and anticipate issues\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559737\u0026amp;quot;:-540,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;2\u0026quot; data-aria-posinset=\u0026quot;2\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Exceptional verbal and \u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;written\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;communications skills\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559737\u0026amp;quot;:-540,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;2\u0026quot; data-aria-posinset=\u0026quot;2\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Good relationship\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;-\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;building\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026amp;nbsp;skills both inside and outside of the organization\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559737\u0026amp;quot;:-540,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;2\u0026quot; data-aria-posinset=\u0026quot;2\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Ability to work in a fast\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;-\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;paced, high-volume\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;, high-pressure\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026amp;nbsp;environment\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559737\u0026amp;quot;:-540,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;2\u0026quot; data-aria-posinset=\u0026quot;2\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Experience with Salesforce is a plus\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559737\u0026amp;quot;:-540,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;2\u0026quot; data-aria-posinset=\u0026quot;2\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;“No task is too small” mentality\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559737\u0026amp;quot;:-540,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;2\u0026quot; data-aria-posinset=\u0026quot;2\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Bachelor’s degree is required\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559737\u0026amp;quot;:-540,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559685\u0026amp;quot;:-810,\u0026amp;quot;335559737\u0026amp;quot;:-540,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;Compensation\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559685\u0026amp;quot;:-810,\u0026amp;quot;335559737\u0026amp;quot;:-540,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;The total compensation range for this role, inclusive of base salary and bonus, is $90,000 - $115,000 depending on skills and experience.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559685\u0026amp;quot;:-810,\u0026amp;quot;335559737\u0026amp;quot;:-540,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;","departments":[{"id":4006036003,"name":"Quest","child_ids":[],"parent_id":4053940003}],"offices":[{"id":4003292003,"name":"Los Angeles","location":"Los Angeles, California, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/ieqcapital/jobs/6628695003","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5235293003,"location":{"name":"Foster City, CA"},"metadata":null,"id":6628695003,"updated_at":"2026-06-04T15:40:15-04:00","requisition_id":"325","title":"COO, Family Office","company_name":"IEQ Capital","first_published":"2026-03-30T19:45:47-04:00","language":"en","application_deadline":null,"content":"\u0026lt;h3\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;The Role\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;We are seeking a Family Office professional to join our Family Office team. This individual will serve as a senior, client-facing operator responsible for overseeing and coordinating the full spectrum of non-investment services for ultra-high-net-worth individuals and families.\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;This person will\u0026amp;nbsp;act as\u0026amp;nbsp;a central point\u0026amp;nbsp;of accountability across complex, multi-disciplinary initiatives, ensuring that all aspects of a client’s financial, operational, and lifestyle needs are executed seamlessly and in alignment with their\u0026amp;nbsp;objectives. This role requires strong project management capabilities, sound judgment, and the ability to coordinate across internal teams and a network of external advisors.\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;The ideal candidate has experience working with sophisticated clients, managing complex assets and initiatives, and serving as a trusted partner who can translate strategy into execution across a broad range of family office services.\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Responsibilities include, but are not limited to:\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;Strategic Project Management\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;3\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:360,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;hybridMultilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;1\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Serve as the central coordinator for complex, ad hoc client initiatives, including privacy and security enhancements, lifestyle transitions, and other multi-faceted projects.\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;3\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:360,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;hybridMultilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;2\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Act as the primary point of accountability across internal teams and external advisors to ensure\u0026amp;nbsp;timely\u0026amp;nbsp;execution and alignment.\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;3\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:360,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;hybridMultilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;3\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Establish structure, timelines, and communication protocols to drive initiatives forward efficiently.\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;Complex Asset Oversight\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;1\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:360,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;hybridMultilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;1\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Provide end-to-end oversight across the lifecycle of complex, high-value assets, including real estate, private\u0026amp;nbsp;aircraft, marine assets, vehicles, and collectibles.\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;1\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:360,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;hybridMultilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;2\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Coordinate due diligence, acquisition, ownership structuring, ongoing administration, and disposition in partnership with legal, tax, and advisory teams.\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;1\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:360,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;hybridMultilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;3\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Ensure proper documentation, risk coverage, and alignment with\u0026amp;nbsp;broader\u0026amp;nbsp;client strategy.\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;Risk Management and Insurance Coordination\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;5\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:360,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;hybridMultilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;1\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Lead annual insurance reviews and ongoing policy coordination in partnership with external insurance advisors.\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;5\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:360,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;hybridMultilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;2\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Ensure new and existing assets are appropriately integrated into coverage.\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;5\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:360,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;hybridMultilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;3\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Source and evaluate specialty insurance solutions for complex risks, including collectibles, aviation, equine, and event-related exposures.\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;Integration with Broader IEQ Family Office Services\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;2\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;hybridMultilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;1\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Coordinate closely with internal specialists to deliver holistic planning:\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;335559685\u0026amp;quot;:360}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;2\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;hybridMultilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;2\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Estate Planning: Partner with\u0026amp;nbsp;IEQ\u0026amp;nbsp;Wealth Strategists and external estate attorneys to coordinate estate plan reviews and implementation.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;2\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;hybridMultilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;3\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Income Tax Strategy: Collaborate with internal tax strategists and external CPAs to support tax planning and review processes.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;2\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;hybridMultilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;4\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Lending and Liquidity: Engage with lending specialists to coordinate credit strategies and liquidity solutions.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;2\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;hybridMultilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;5\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Family Dynamics: Support family governance, education, and next-generation planning initiatives.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;Estate and Household Management Support\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;7\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:360,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;hybridMultilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;1\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Evaluate and coordinate estate staffing solutions, payroll providers, and\u0026amp;nbsp;benefits\u0026amp;nbsp;structures.\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;7\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:360,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;hybridMultilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;2\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Oversee real estate operations by coordinating with property managers, household staff, and vendors.\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;7\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:360,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;hybridMultilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;3\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Ensure consistent, efficient management of household operations aligned with client expectations.\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;Lifestyle and Concierge Services\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;6\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:360,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;hybridMultilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;1\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Act as a trusted resource for lifestyle-related needs by sourcing and coordinating with external providers, including:\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;6\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:360,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;hybridMultilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;2\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Personal and cybersecurity services\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;6\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:360,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;hybridMultilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;3\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Concierge medical services\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;6\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:360,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;hybridMultilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;4\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Complex and luxury travel planning\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;6\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:360,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;hybridMultilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;5\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Residency and domicile considerations\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;6\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:360,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;hybridMultilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;6\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Private aviation and marine transport\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;6\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:360,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;hybridMultilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;7\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Oversee\u0026amp;nbsp;onboarding and ongoing monitoring of bill pay and financial operations providers\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;Qualifications\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;4\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:360,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;hybridMultilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;1\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;10+ years of experience in a family office, multi-family office, private bank, or similar environment serving UHNW clients.\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;4\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:360,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;hybridMultilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;2\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Demonstrated experience managing complex, multi-disciplinary client needs across investments-adjacent areas such as real assets, insurance, estate coordination, and lifestyle services.\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;4\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:360,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;hybridMultilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;3\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Strong project management and organizational skills, with the ability to manage multiple concurrent initiatives.\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;4\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:360,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;hybridMultilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;4\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Experience coordinating with external advisors, including legal, tax, insurance, and operational providers.\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;4\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:360,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;hybridMultilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;5\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Excellent judgment and problem-solving ability in high-stakes, client-sensitive situations.\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;4\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:360,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;hybridMultilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;6\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Strong communication\u0026amp;nbsp;skills, with the ability to synthesize complexity into clear recommendations and action plans.\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;4\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:360,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;hybridMultilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;7\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;High attention to detail and commitment to execution quality.\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;4\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:360,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;hybridMultilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;8\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Ability to\u0026amp;nbsp;operate\u0026amp;nbsp;independently and serve as a trusted advisor to both clients and internal teams.\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;Compensation\u0026lt;/span\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;The total compensation range for this role, inclusive of base salary and bonus, is $190,000-$250,000, depending on skills and experience.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;","departments":[{"id":4055504003,"name":"Family Office","child_ids":[],"parent_id":null}],"offices":[{"id":4003291003,"name":"Foster City","location":"Foster City, California, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/ieqcapital/jobs/7649870003","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5725900003,"location":{"name":"Foster City, CA"},"metadata":null,"id":7649870003,"updated_at":"2026-06-04T15:40:36-04:00","requisition_id":"GFam326","title":"Director, Financial Planning","company_name":"IEQ Capital","first_published":"2026-03-02T18:03:07-05:00","language":"en","application_deadline":null,"content":"\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Who are we?\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;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\u0026#39; 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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;heading 2\u0026quot;\u0026gt;The Role\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134245418\u0026amp;quot;:true,\u0026amp;quot;134245529\u0026amp;quot;:true,\u0026amp;quot;335559738\u0026amp;quot;:299,\u0026amp;quot;335559739\u0026amp;quot;:299}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;We are seeking a Director, Financial\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;Planning to\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;\u0026amp;nbsp;join our\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;Foster City\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;-based Family Office team. This individual will own end-to-end delivery of comprehensive financial plans for ultra-high-net-worth individuals and families, using\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;eMoney\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;\u0026amp;nbsp;a\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;s the\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;primary planning platform. The role blends deep planning\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;expertis\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;e\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;\u0026amp;nbsp;with st\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;rong quantitative capability and requires the ability to\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;operate\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;indepen\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;dently, gather inputs efficiently, build defensible assumptions, model scenarios, and present clear recommendations to clients.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;The ideal candidate has meaningful experience delivering financial plans to UHNW clients across complex ownership structures (entities and trusts), strong judgment around planning assumptions, and\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;a track record\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;\u0026amp;nbsp;of translating analysis into practical next steps. This role is well suited for someone who enjoys working directly with clients and their advisory teams and who can run a planning process with minimal oversight.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;heading 2\u0026quot;\u0026gt;Responsibilities include, but are not limited to:\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134245418\u0026amp;quot;:true,\u0026amp;quot;134245529\u0026amp;quot;:true,\u0026amp;quot;335559738\u0026amp;quot;:299,\u0026amp;quot;335559739\u0026amp;quot;:299}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;heading 4\u0026quot;\u0026gt;eMoney\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;heading 4\u0026quot;\u0026gt;\u0026amp;nbsp;Planning and Delivery\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134245418\u0026amp;quot;:true,\u0026amp;quot;134245529\u0026amp;quot;:true,\u0026amp;quot;335559738\u0026amp;quot;:40,\u0026amp;quot;335559739\u0026amp;quot;:0}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;7\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;1\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;Lead client discovery and data gathering using a structured intake process (balance sheet, cash flows, goals, insurance, estate documents, tax inputs as needed).\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;7\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;2\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;Coordinate directly with internal IEQ team members and external advisors (CPA, estate attorney, insurance consultants) to source inputs,\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;validate\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;\u0026amp;nbsp;assumptions, and resolve open items.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;7\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;3\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;Build and\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;maintain\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;\u0026amp;nbsp;comprehensive\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;eMoney\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;\u0026amp;nbsp;plans with high data integrity, clear documentation, and consistent methodologies.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;7\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;4\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;Develop scenario analyses to quantify tradeoffs, mitigate risks, and capture opportunities. Examples include:\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;o\u0026quot; data-font=\u0026quot;Courier New\u0026quot; data-listid=\u0026quot;7\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:1440,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Courier New\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[9675],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;o\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;1\u0026quot; data-aria-level=\u0026quot;2\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;Retirement and spending sustainability\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;o\u0026quot; data-font=\u0026quot;Courier New\u0026quot; data-listid=\u0026quot;7\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:1440,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Courier New\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[9675],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;o\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;2\u0026quot; data-aria-level=\u0026quot;2\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;Liquidity events and major cash flow changes\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;o\u0026quot; data-font=\u0026quot;Courier New\u0026quot; data-listid=\u0026quot;7\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:1440,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Courier New\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[9675],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;o\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;3\u0026quot; data-aria-level=\u0026quot;2\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;Equity compensation modeling and planning\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;o\u0026quot; data-font=\u0026quot;Courier New\u0026quot; data-listid=\u0026quot;7\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:1440,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Courier New\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[9675],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;o\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;4\u0026quot; data-aria-level=\u0026quot;2\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;Concentrated stock diversification and tax-aware planning considerations\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;o\u0026quot; data-font=\u0026quot;Courier New\u0026quot; data-listid=\u0026quot;7\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:1440,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Courier New\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[9675],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;o\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;5\u0026quot; data-aria-level=\u0026quot;2\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;Charitable planning, including CRT modeling where applicable\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;o\u0026quot; data-font=\u0026quot;Courier New\u0026quot; data-listid=\u0026quot;7\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:1440,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Courier New\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[9675],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;o\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;6\u0026quot; data-aria-level=\u0026quot;2\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;Estate planning implications and wealth transfer strategy comparisons (as planning scenarios, not legal drafting)\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;o\u0026quot; data-font=\u0026quot;Courier New\u0026quot; data-listid=\u0026quot;7\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:1440,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Courier New\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[9675],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;o\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;7\u0026quot; data-aria-level=\u0026quot;2\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;Insurance funding and policy sustainability scenarios\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;7\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;5\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;Translate outputs into clear recommendations, decision points, and an actionable next-step plan for the client and advisory team.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;7\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;6\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;Prepare client-ready deliverables (summaries, meeting materials, plan views) that make planning outputs easy to understand and implement.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;7\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;7\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;Deliver plans directly to clients, lead plan review meetings, and drive alignment on next steps with the full client team.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;7\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;8\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;Maintain plans over time through updates tied to life events, market changes, tax law changes, and implementation progress. Establish cadence and standards for\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;refreshes\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;heading 4\u0026quot;\u0026gt;Process and Quality Control\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134245418\u0026amp;quot;:true,\u0026amp;quot;134245529\u0026amp;quot;:true,\u0026amp;quot;335559738\u0026amp;quot;:40,\u0026amp;quot;335559739\u0026amp;quot;:0}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;3\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;1\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;Build repeatable workflows for intake, plan construction, internal review, and client delivery. Create templates and checklists to reduce rework and improve consistency.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;3\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;2\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;Establish and enforce QA standards, including input validation, reasonableness checks, and scenario sensitivity testing.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;3\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;3\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;Serve as an internal resource on\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;eMoney\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;\u0026amp;nbsp;best practices, scenario design, and planning process execution.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;heading 4\u0026quot;\u0026gt;Fin\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;heading 4\u0026quot;\u0026gt;an\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;heading 4\u0026quot;\u0026gt;c\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;heading 4\u0026quot;\u0026gt;ia\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;heading 4\u0026quot;\u0026gt;l\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;heading 4\u0026quot;\u0026gt;\u0026amp;nbsp;Plann\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;heading 4\u0026quot;\u0026gt;ing and\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;heading 4\u0026quot;\u0026gt;a\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;heading 4\u0026quot;\u0026gt;d\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;heading 4\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;heading 4\u0026quot;\u0026gt;h\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;heading 4\u0026quot;\u0026gt;o\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;heading 4\u0026quot;\u0026gt;c Models\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134245418\u0026amp;quot;:true,\u0026amp;quot;134245529\u0026amp;quot;:true,\u0026amp;quot;335559738\u0026amp;quot;:40,\u0026amp;quot;335559739\u0026amp;quot;:0}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;3\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;4\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;Re\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;spond\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;to\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;discrete\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;financial planning\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;\u0026amp;nbsp;questions\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;from\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;clients\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;related to\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;large p\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;urchase an\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;alysis, re\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;tir\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;ement planning\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;(includ\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;ing\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;rollo\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;ver\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;\u0026amp;nbsp;anal\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;ys\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;is)\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;, equit\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;y comp\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;ensation\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;, e\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;ducation\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;\u0026amp;nbsp;funding,\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;and\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;\u0026amp;nbsp;gift\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;\u0026amp;nbsp;tax/income t\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;ax planning scena\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;r\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;ios.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;3\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;5\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;Be comf\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;ortable\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;using eit\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;her Exc\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;el or\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;eMoney\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;\u0026amp;nbsp;depending on the use case.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;3\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;6\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;Wo\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;rk clos\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;ely with\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;inte\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;r\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;nal\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;resour\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;ces, incl\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;uding\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;wealth\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;\u0026amp;nbsp;planning\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;,\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;incom\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;e t\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;ax plan\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;ning, and\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;lev\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;erage\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;planning stra\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;te\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;gists\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;,\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;as\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;approp\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;riate\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;for\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;\u0026amp;nbsp;com\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;ple\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;x clie\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;nts.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;heading 2\u0026quot;\u0026gt;Qualifications:\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134245418\u0026amp;quot;:true,\u0026amp;quot;134245529\u0026amp;quot;:true,\u0026amp;quot;335559738\u0026amp;quot;:299,\u0026amp;quot;335559739\u0026amp;quot;:299}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;heading 4\u0026quot;\u0026gt;Required\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134245418\u0026amp;quot;:true,\u0026amp;quot;134245529\u0026amp;quot;:true,\u0026amp;quot;335559738\u0026amp;quot;:40,\u0026amp;quot;335559739\u0026amp;quot;:0}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;8\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;1\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;7+ years of experience delivering comprehensive financial planning for UHNW clients (RIA, multifamily office, private bank, or similar).\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;8\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;2\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;Demonstrated hands-on mastery of\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;eMoney\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;, including building plans, running scenario analyses, and delivering plans to clients. Experience owning the\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;workflow\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;\u0026amp;nbsp;end to end is strongly preferred.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;8\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;3\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;Professional designation\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;demonstrating\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;\u0026amp;nbsp;mastery of financial planning concepts\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;8\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;4\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;CFP\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;required\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;\u0026amp;nbsp;unless the candidate holds a comparable designation such as CFA, CPA/PFS, or\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;ChFC\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;8\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;5\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;The candidate must be able to read estate planning documents and incorporate implications into planning assumptions and scenarios.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;8\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;6\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;Experience using AI in a financial planning context is\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;required\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;. Experience building AI tools, including custom GPTs, is a plus.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;8\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;7\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;Strong quantitative skills and modeling judgment. Ability to build, defend, and explain assumptions and sensitivities.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;8\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;8\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;Excellent analytical, organizational, and documentation skills with high attention to detail and data accuracy.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;8\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;9\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;Strong written and verbal communication skills, including the ability to translate complex planning topics into clear client decisions.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;8\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;10\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;High ownership mindset with a proven ability to\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;operate\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;\u0026amp;nbsp;independently, prioritize effectively, and drive work to completion with minimal guidance.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;heading 3\u0026quot;\u0026gt;\u0026lt;br\u0026gt;Success Metrics (first 90-180 days)\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134245418\u0026amp;quot;:true,\u0026amp;quot;134245529\u0026amp;quot;:true,\u0026amp;quot;335559738\u0026amp;quot;:160,\u0026amp;quot;335559739\u0026amp;quot;:80}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;heading 4\u0026quot;\u0026gt;First\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;heading 4\u0026quot;\u0026gt;90 days\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134245418\u0026amp;quot;:true,\u0026amp;quot;134245529\u0026amp;quot;:true,\u0026amp;quot;335559738\u0026amp;quot;:40,\u0026amp;quot;335559739\u0026amp;quot;:0}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;6\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;1\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;Learn IEQ planning standards\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;and planning\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;\u0026amp;nbsp;deliverable expectations. Build a repeatable intake-to-delivery workflow in\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;eMoney\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;6\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;2\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;Independently take a meaningful set of planning cases from intake through client-ready plan with minimal rework required by the team.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;6\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;3\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;Implement a QA checklist and documentation standard for assumptions, data sources, and scenario logic.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;6\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;4\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;Deliver multiple client plan review meetings with clear next steps and strong internal feedback on clarity, accuracy, and client readiness.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;heading 4\u0026quot;\u0026gt;By\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;heading 4\u0026quot;\u0026gt;180 days\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134245418\u0026amp;quot;:true,\u0026amp;quot;134245529\u0026amp;quot;:true,\u0026amp;quot;335559738\u0026amp;quot;:40,\u0026amp;quot;335559739\u0026amp;quot;:0}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;1\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;1\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;Own a steady-state pipeline of plan builds and refreshes with consistent quality and predictable turnaround times.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;1\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;2\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;Produce scenario modeling that consistently surfaces actionable risks and\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;opportunities, and\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;\u0026amp;nbsp;drives concrete implementation steps.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;1\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;3\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;Reduce load on wealth strategists by owning planning\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;logistics\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;, plan construction, scenario design, and client-ready outputs.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;1\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;4\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;Normal (Web)\u0026quot;\u0026gt;Contribute durable templates and process improvements that improve planning consistency and efficiency across the broader team.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;br\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;Compensation\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;The salary for this role, inclusive of base salary and bonus, is up to $200,000, depending on skills and experience.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;#LI-JK1 \u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;","departments":[{"id":4055504003,"name":"Family Office","child_ids":[],"parent_id":null}],"offices":[{"id":4003291003,"name":"Foster City","location":"Foster City, California, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/ieqcapital/jobs/7700984003","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5750733003,"location":{"name":"San Francisco, CA"},"metadata":null,"id":7700984003,"updated_at":"2026-06-04T15:41:46-04:00","requisition_id":"GEsq826","title":"Director, Wealth Management","company_name":"IEQ Capital","first_published":"2026-04-14T14:32:45-04:00","language":"en","application_deadline":null,"content":"\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Who are we?\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:1,\u0026amp;quot;335559740\u0026amp;quot;:320}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;IEQ Capital is a Registered Investment Advisor\u0026amp;nbsp;seeking\u0026amp;nbsp;to transform traditional wealth management. Our quest is to integrate the Intellectual and Emotional Quotient, generating exceptional investment results driven by a values-oriented culture that fosters connection and collaboration with our clients. We are an independent,\u0026amp;nbsp;predominantly employee-owned\u0026amp;nbsp;company, adhering to the fiduciary standard to put our clients\u0026#39; interests first. We focus our efforts on helping clients meet their investment\u0026amp;nbsp;objectives\u0026amp;nbsp;without the distractions and limitations that can arise within much larger organizations.\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:1,\u0026amp;quot;335559740\u0026amp;quot;:320}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;The Role\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:1,\u0026amp;quot;335559740\u0026amp;quot;:320}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;We are looking for a motivated professional to join our team as a\u0026amp;nbsp;Director. In this role, you will work closely with the team to manage important aspects of the client relationship. This role is designed for those who have experience managing client relationships in an investment advisory capacity. Duties and responsibilities include, but are not limited to:\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:1,\u0026amp;quot;335559740\u0026amp;quot;:320}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;1\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;1\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Support to Managing Directors and Partners by providing service and support functions such as: \u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:1,\u0026amp;quot;335559740\u0026amp;quot;:320}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;o\u0026quot; data-font=\u0026quot;Courier New\u0026quot; data-listid=\u0026quot;1\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:1440,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Courier New\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[9675],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;o\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;1\u0026quot; data-aria-level=\u0026quot;2\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Portfolio analysis, trade execution, account\u0026amp;nbsp;maintenance\u0026amp;nbsp;and client/prospect meeting preparation\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:1,\u0026amp;quot;335559740\u0026amp;quot;:320}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;1\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;2\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Review various non-publicly traded alternative investments (real estate, credit etc.) and communicate these strategies to clients\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:1,\u0026amp;quot;335559740\u0026amp;quot;:320}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;1\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;3\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Construct performance and asset allocation reports along with the recommended portfolio changes\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:1,\u0026amp;quot;335559740\u0026amp;quot;:320}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;1\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;4\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Provide exceptional service and devise customized financial strategies for existing/prospective clients\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:1,\u0026amp;quot;335559740\u0026amp;quot;:320}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;1\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;5\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Provide investment advice to clients in meetings with Managing Directors and Partners (in some cases one-on-one with the client)  \u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:1,\u0026amp;quot;335559740\u0026amp;quot;:320}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;1\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;6\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Interact with clients, supporting all aspects of their servicing needs;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:1,\u0026amp;quot;335559740\u0026amp;quot;:320}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;o\u0026quot; data-font=\u0026quot;Courier New\u0026quot; data-listid=\u0026quot;1\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:1440,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Courier New\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[9675],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;o\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;1\u0026quot; data-aria-level=\u0026quot;2\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Researching client inquiries, managing follow up communication and conducting quarterly performance reviews\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:1,\u0026amp;quot;335559740\u0026amp;quot;:320}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Qualifications\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:1,\u0026amp;quot;335559740\u0026amp;quot;:320}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;2\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;1\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;6-9+ years of wealth management experience\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:1,\u0026amp;quot;335559740\u0026amp;quot;:320}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;2\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;2\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Exceptional organizational skills, attention to detail\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:1,\u0026amp;quot;335559740\u0026amp;quot;:320}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;2\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;3\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Exceptional written and verbal communications skills\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:1,\u0026amp;quot;335559740\u0026amp;quot;:320}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;2\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;4\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Ability to think critically,\u0026amp;nbsp;anticipate\u0026amp;nbsp;issues and prioritize multiple projects\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:1,\u0026amp;quot;335559740\u0026amp;quot;:320}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;2\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;5\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Familiarity with operational aspects of business (new account openings, disbursements, etc.)\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:1,\u0026amp;quot;335559740\u0026amp;quot;:320}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;2\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;6\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Exceptional relationship buildings skills both inside and outside of the organization\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:1,\u0026amp;quot;335559740\u0026amp;quot;:320}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;2\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;7\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Ability to work in a fast paced, high-volume, high-pressure environment\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:1,\u0026amp;quot;335559740\u0026amp;quot;:320}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;2\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;8\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Experience with Salesforce is a plus\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:1,\u0026amp;quot;335559740\u0026amp;quot;:320}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;2\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;9\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;CFA, CFP CAIA designation is a plus\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:1,\u0026amp;quot;335559740\u0026amp;quot;:320}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;2\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;10\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Experience with Fidelity Investments is a plus\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:1,\u0026amp;quot;335559740\u0026amp;quot;:320}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;2\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;11\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;“No task is too small” mentality\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:1,\u0026amp;quot;335559740\u0026amp;quot;:320}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;2\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;12\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Bachelor’s degree is\u0026amp;nbsp;required\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:1,\u0026amp;quot;335559740\u0026amp;quot;:320}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Compensation\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;The salary range for this role, inclusive of base salary and bonus, is $170,000 - $225,000, depending on skills and experience.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;#LI-JK1 \u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;","departments":[{"id":4093105003,"name":"Atlas","child_ids":[],"parent_id":4053940003}],"offices":[{"id":4067860003,"name":"San Francisco","location":null,"child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/ieqcapital/jobs/7659152003","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5729722003,"location":{"name":"Foster City, CA"},"metadata":null,"id":7659152003,"updated_at":"2026-06-04T16:01:41-04:00","requisition_id":"GJou226","title":"Director, Wealth Management","company_name":"IEQ Capital","first_published":"2026-03-09T17:38:53-04:00","language":"en","application_deadline":null,"content":"\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Who are we?\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:1,\u0026amp;quot;335559740\u0026amp;quot;:320}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;IEQ Capital is a Registered Investment Advisor\u0026amp;nbsp;seeking\u0026amp;nbsp;to transform traditional wealth management. Our quest is to integrate the Intellectual and Emotional Quotient, generating exceptional investment results driven by a values-oriented culture that fosters connection and collaboration with our clients. We are an independent,\u0026amp;nbsp;predominantly employee-owned\u0026amp;nbsp;company, adhering to the fiduciary standard to put our clients\u0026#39; interests first. We focus our efforts on helping clients meet their investment\u0026amp;nbsp;objectives\u0026amp;nbsp;without the distractions and limitations that can arise within much larger organizations.\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:1,\u0026amp;quot;335559740\u0026amp;quot;:320}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;The Role\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:1,\u0026amp;quot;335559740\u0026amp;quot;:320}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;div\u0026gt;We are looking for a motivated\u0026amp;nbsp;professional to join our team as a Director. In this role, you will work closely with the team to manage important aspects of the client relationship. This role is designed for those who have experience managing client relationships in an investment advisory capacity. Duties and responsibilities include, but are not limited to:\u0026amp;nbsp;\u0026lt;/div\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div\u0026gt;Support to\u0026amp;nbsp;Partners and Managing Directors\u0026amp;nbsp;by providing service and support functions such as: \u0026amp;nbsp;\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;ul data-editing-info=\u0026quot;{\u0026amp;quot;applyListStyleFromLevel\u0026amp;quot;:true}\u0026quot;\u0026gt;\n\u0026lt;li\u0026gt;Portfolio analysis, trade execution, account\u0026amp;nbsp;maintenance\u0026amp;nbsp;and client/prospect meeting preparation\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Review various non-publicly traded alternative investments (real estate, credit etc.) and communicate these strategies to clients\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Construct performance and asset allocation reports along with the recommended portfolio changes\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Provide exceptional service and devise customized financial strategies for existing/prospective clients\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div\u0026gt;Provide\u0026amp;nbsp;investment advice to clients in meetings with\u0026amp;nbsp;Partners and Managing Directors\u0026amp;nbsp;(in some cases one-on-one with the client)  \u0026amp;nbsp;\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Interact with clients, supporting all aspects of their servicing needs; \u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div\u0026gt;Researching client inquiries, managing follow up communication and conducting quarterly performance reviews\u0026amp;nbsp;\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div\u0026gt;Some travel may be required based on business needs\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span data-olk-copy-source=\u0026quot;MessageBody\u0026quot;\u0026gt;Flexibility to work onsite at our San Francisco and Foster City locations is required\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;6-9+ years of wealth management experience\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Exceptional organizational skills, attention to detail\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Exceptional\u0026amp;nbsp;written and verbal communications skills\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to think critically,\u0026amp;nbsp;anticipate\u0026amp;nbsp;issues and prioritize multiple projects\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Familiarity with operational aspects of business (new account openings, disbursements, etc.)\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Exceptional relationship buildings skills both inside and outside of the organization\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to work in a fast paced, high-volume, high-pressure environment\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with Salesforce is a plus\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div\u0026gt;CFA, CFP, CAIA designation is a plus\u0026amp;nbsp;\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Compensation\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;The salary range for this role, inclusive of base salary and bonus, is $170,000 - $225,000, depending on skills and experience.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;","departments":[{"id":4053942003,"name":"Journey","child_ids":[],"parent_id":4053940003}],"offices":[{"id":4003291003,"name":"Foster City","location":"Foster City, California, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/ieqcapital/jobs/7724101003","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5759814003,"location":{"name":"Los Angeles, CA"},"metadata":null,"id":7724101003,"updated_at":"2026-06-04T15:40:55-04:00","requisition_id":"BQue326","title":"Director, Wealth Management","company_name":"IEQ Capital","first_published":"2026-05-04T18:45:04-04:00","language":"en","application_deadline":null,"content":"\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Who are we?\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:1,\u0026amp;quot;335559740\u0026amp;quot;:320}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;IEQ Capital is a Registered Investment Advisor\u0026amp;nbsp;seeking\u0026amp;nbsp;to transform traditional wealth management. Our quest is to integrate the Intellectual and Emotional Quotient, generating exceptional investment results driven by a values-oriented culture that fosters connection and collaboration with our clients. We are an independent,\u0026amp;nbsp;predominantly employee-owned\u0026amp;nbsp;company, adhering to the fiduciary standard to put our clients\u0026#39; interests first. We focus our efforts on helping clients meet their investment\u0026amp;nbsp;objectives\u0026amp;nbsp;without the distractions and limitations that can arise within much larger organizations.\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:1,\u0026amp;quot;335559740\u0026amp;quot;:320}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;The Role\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:1,\u0026amp;quot;335559740\u0026amp;quot;:320}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;We are looking for a motivated professional to join our team as a\u0026amp;nbsp;Director. In this role, you will work closely with the team to manage important aspects of the client relationship. This role is designed for those who have experience managing client relationships in an investment advisory capacity. Duties and responsibilities include, but are not limited to:\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:1,\u0026amp;quot;335559740\u0026amp;quot;:320}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;1\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;1\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Support to Managing Directors and Partners by providing service and support functions such as: \u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:1,\u0026amp;quot;335559740\u0026amp;quot;:320}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;o\u0026quot; data-font=\u0026quot;Courier New\u0026quot; data-listid=\u0026quot;1\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:1440,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Courier New\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[9675],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;o\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;1\u0026quot; data-aria-level=\u0026quot;2\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Portfolio analysis, trade execution, account\u0026amp;nbsp;maintenance\u0026amp;nbsp;and client/prospect meeting preparation\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:1,\u0026amp;quot;335559740\u0026amp;quot;:320}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;1\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;2\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Review various non-publicly traded alternative investments (real estate, credit etc.) and communicate these strategies to clients\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:1,\u0026amp;quot;335559740\u0026amp;quot;:320}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;1\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;3\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Construct performance and asset allocation reports along with the recommended portfolio changes\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:1,\u0026amp;quot;335559740\u0026amp;quot;:320}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;1\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;4\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Provide exceptional service and devise customized financial strategies for existing/prospective clients\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:1,\u0026amp;quot;335559740\u0026amp;quot;:320}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;1\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;5\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Provide investment advice to clients in meetings with Managing Directors and Partners (in some cases one-on-one with the client)  \u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:1,\u0026amp;quot;335559740\u0026amp;quot;:320}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;1\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;6\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Interact with clients, supporting all aspects of their servicing needs;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:1,\u0026amp;quot;335559740\u0026amp;quot;:320}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;o\u0026quot; data-font=\u0026quot;Courier New\u0026quot; data-listid=\u0026quot;1\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:1440,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Courier New\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[9675],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;o\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;1\u0026quot; data-aria-level=\u0026quot;2\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Researching client inquiries, managing follow up communication and conducting quarterly performance reviews\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:1,\u0026amp;quot;335559740\u0026amp;quot;:320}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Qualifications\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:1,\u0026amp;quot;335559740\u0026amp;quot;:320}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;2\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;1\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;6-9+ years of wealth management experience\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:1,\u0026amp;quot;335559740\u0026amp;quot;:320}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;2\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;2\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Exceptional organizational skills, attention to detail\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:1,\u0026amp;quot;335559740\u0026amp;quot;:320}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;2\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;3\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Exceptional written and verbal communications skills\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:1,\u0026amp;quot;335559740\u0026amp;quot;:320}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;2\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;4\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Ability to think critically,\u0026amp;nbsp;anticipate\u0026amp;nbsp;issues and prioritize multiple projects\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:1,\u0026amp;quot;335559740\u0026amp;quot;:320}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;2\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;5\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Familiarity with operational aspects of business (new account openings, disbursements, etc.)\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:1,\u0026amp;quot;335559740\u0026amp;quot;:320}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;2\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;6\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Exceptional relationship buildings skills both inside and outside of the organization\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:1,\u0026amp;quot;335559740\u0026amp;quot;:320}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;2\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;7\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Ability to work in a fast paced, high-volume, high-pressure environment\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:1,\u0026amp;quot;335559740\u0026amp;quot;:320}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;2\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;8\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Experience with Salesforce is a plus\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:1,\u0026amp;quot;335559740\u0026amp;quot;:320}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;2\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;9\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;CFA, CFP CAIA designation is a plus\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:1,\u0026amp;quot;335559740\u0026amp;quot;:320}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;2\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;10\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Experience with Fidelity Investments is a plus\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:1,\u0026amp;quot;335559740\u0026amp;quot;:320}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;2\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;11\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;“No task is too small” mentality\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:1,\u0026amp;quot;335559740\u0026amp;quot;:320}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;2\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;12\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Bachelor’s degree is\u0026amp;nbsp;required\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:1,\u0026amp;quot;335559740\u0026amp;quot;:320}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Compensation\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;The salary range for this role, inclusive of base salary and bonus, is $170,000 - $225,000, depending on skills and experience.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;#LI-JK1 \u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;","departments":[{"id":4006036003,"name":"Quest","child_ids":[],"parent_id":4053940003}],"offices":[{"id":4003292003,"name":"Los Angeles","location":"Los Angeles, California, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/ieqcapital/jobs/7659151003","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5729721003,"location":{"name":"San Francisco, CA"},"metadata":null,"id":7659151003,"updated_at":"2026-06-04T15:49:59-04:00","requisition_id":"GJou226","title":"Director, Wealth Management","company_name":"IEQ Capital","first_published":"2026-03-09T17:37:30-04:00","language":"en","application_deadline":null,"content":"\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Who are we?\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:1,\u0026amp;quot;335559740\u0026amp;quot;:320}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;IEQ Capital is a Registered Investment Advisor\u0026amp;nbsp;seeking\u0026amp;nbsp;to transform traditional wealth management. Our quest is to integrate the Intellectual and Emotional Quotient, generating exceptional investment results driven by a values-oriented culture that fosters connection and collaboration with our clients. We are an independent,\u0026amp;nbsp;predominantly employee-owned\u0026amp;nbsp;company, adhering to the fiduciary standard to put our clients\u0026#39; interests first. We focus our efforts on helping clients meet their investment\u0026amp;nbsp;objectives\u0026amp;nbsp;without the distractions and limitations that can arise within much larger organizations.\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:1,\u0026amp;quot;335559740\u0026amp;quot;:320}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;The Role\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:1,\u0026amp;quot;335559740\u0026amp;quot;:320}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;div\u0026gt;We are looking for a motivated\u0026amp;nbsp;professional to join our team as a Director. In this role, you will work closely with the team to manage important aspects of the client relationship. This role is designed for those who have experience managing client relationships in an investment advisory capacity. Duties and responsibilities include, but are not limited to:\u0026amp;nbsp;\u0026lt;/div\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div\u0026gt;Support to\u0026amp;nbsp;Partners and Managing Directors\u0026amp;nbsp;by providing service and support functions such as: \u0026amp;nbsp;\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;ul data-editing-info=\u0026quot;{\u0026amp;quot;applyListStyleFromLevel\u0026amp;quot;:true}\u0026quot;\u0026gt;\n\u0026lt;li\u0026gt;Portfolio analysis, trade execution, account\u0026amp;nbsp;maintenance\u0026amp;nbsp;and client/prospect meeting preparation\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Review various non-publicly traded alternative investments (real estate, credit etc.) and communicate these strategies to clients\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Construct performance and asset allocation reports along with the recommended portfolio changes\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Provide exceptional service and devise customized financial strategies for existing/prospective clients\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div\u0026gt;Provide\u0026amp;nbsp;investment advice to clients in meetings with\u0026amp;nbsp;Partners and Managing Directors\u0026amp;nbsp;(in some cases one-on-one with the client)  \u0026amp;nbsp;\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Interact with clients, supporting all aspects of their servicing needs; \u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div\u0026gt;Researching client inquiries, managing follow up communication and conducting quarterly performance reviews\u0026amp;nbsp;\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div\u0026gt;Some travel may be required based on business needs\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span data-olk-copy-source=\u0026quot;MessageBody\u0026quot;\u0026gt;Flexibility to work onsite at our San Francisco and Foster City locations is required\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;6-9+ years of wealth management experience\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Exceptional organizational skills, attention to detail\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Exceptional\u0026amp;nbsp;written and verbal communications skills\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to think critically,\u0026amp;nbsp;anticipate\u0026amp;nbsp;issues and prioritize multiple projects\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Familiarity with operational aspects of business (new account openings, disbursements, etc.)\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Exceptional relationship buildings skills both inside and outside of the organization\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to work in a fast paced, high-volume, high-pressure environment\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with Salesforce is a plus\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div\u0026gt;CFA, CFP, CAIA designation is a plus\u0026amp;nbsp;\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Compensation\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;The salary range for this role, inclusive of base salary and bonus, is $170,000 - $225,000, depending on skills and experience.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;","departments":[{"id":4053942003,"name":"Journey","child_ids":[],"parent_id":4053940003}],"offices":[{"id":4067860003,"name":"San Francisco","location":null,"child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/ieqcapital/jobs/7659149003","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5729719003,"location":{"name":"Los Angeles, CA"},"metadata":null,"id":7659149003,"updated_at":"2026-06-04T16:09:51-04:00","requisition_id":"GJou226","title":"Director, Wealth Management","company_name":"IEQ Capital","first_published":"2026-03-09T17:35:22-04:00","language":"en","application_deadline":null,"content":"\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Who are we?\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:1,\u0026amp;quot;335559740\u0026amp;quot;:320}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;IEQ Capital is a Registered Investment Advisor\u0026amp;nbsp;seeking\u0026amp;nbsp;to transform traditional wealth management. Our quest is to integrate the Intellectual and Emotional Quotient, generating exceptional investment results driven by a values-oriented culture that fosters connection and collaboration with our clients. We are an independent,\u0026amp;nbsp;predominantly employee-owned\u0026amp;nbsp;company, adhering to the fiduciary standard to put our clients\u0026#39; interests first. We focus our efforts on helping clients meet their investment\u0026amp;nbsp;objectives\u0026amp;nbsp;without the distractions and limitations that can arise within much larger organizations.\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:1,\u0026amp;quot;335559740\u0026amp;quot;:320}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;The Role\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:1,\u0026amp;quot;335559740\u0026amp;quot;:320}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;div\u0026gt;We are looking for a motivated\u0026amp;nbsp;professional to join our team as a Director. In this role, you will work closely with the team to manage important aspects of the client relationship. This role is designed for those who have experience managing client relationships in an investment advisory capacity. Duties and responsibilities include, but are not limited to:\u0026amp;nbsp;\u0026lt;/div\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div\u0026gt;Support to\u0026amp;nbsp;Partners and Managing Directors\u0026amp;nbsp;by providing service and support functions such as: \u0026amp;nbsp;\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;ul data-editing-info=\u0026quot;{\u0026amp;quot;applyListStyleFromLevel\u0026amp;quot;:true}\u0026quot;\u0026gt;\n\u0026lt;li\u0026gt;Portfolio analysis, trade execution, account\u0026amp;nbsp;maintenance\u0026amp;nbsp;and client/prospect meeting preparation\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Review various non-publicly traded alternative investments (real estate, credit etc.) and communicate these strategies to clients\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Construct performance and asset allocation reports along with the recommended portfolio changes\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Provide exceptional service and devise customized financial strategies for existing/prospective clients\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div\u0026gt;Provide\u0026amp;nbsp;investment advice to clients in meetings with\u0026amp;nbsp;Partners and Managing Directors\u0026amp;nbsp;(in some cases one-on-one with the client)  \u0026amp;nbsp;\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Interact with clients, supporting all aspects of their servicing needs; \u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div\u0026gt;Researching client inquiries, managing follow up communication and conducting quarterly performance reviews\u0026amp;nbsp;\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div\u0026gt;Some travel may be required based on business needs\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;6-9+ years of wealth management experience\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Exceptional organizational skills, attention to detail\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Exceptional\u0026amp;nbsp;written and verbal communications skills\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to think critically,\u0026amp;nbsp;anticipate\u0026amp;nbsp;issues and prioritize multiple projects\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Familiarity with operational aspects of business (new account openings, disbursements, etc.)\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Exceptional relationship buildings skills both inside and outside of the organization\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to work in a fast paced, high-volume, high-pressure environment\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with Salesforce is a plus\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div\u0026gt;CFA, CFP, CAIA designation is a plus\u0026amp;nbsp;\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Compensation\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;The salary range for this role, inclusive of base salary and bonus, is $170,000 - $225,000, depending on skills and experience.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;","departments":[{"id":4053942003,"name":"Journey","child_ids":[],"parent_id":4053940003}],"offices":[{"id":4003292003,"name":"Los Angeles","location":"Los Angeles, California, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/ieqcapital/jobs/7542333003","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5684097003,"location":{"name":"Los Angeles, CA"},"metadata":null,"id":7542333003,"updated_at":"2026-06-04T15:45:34-04:00","requisition_id":"GJou126","title":"Senior Associate, Wealth Management","company_name":"IEQ Capital","first_published":"2025-11-28T11:37:35-05:00","language":"en","application_deadline":null,"content":"\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Who are we?\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;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\u0026#39; 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.\u0026lt;/p\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;span data-olk-copy-source=\u0026quot;MessageBody\u0026quot;\u0026gt;Willingness to travel to the Bay Area on a regular basis, especially during the initial training period is needed. \u0026lt;/span\u0026gt;\u0026lt;span data-olk-copy-source=\u0026quot;MessageBody\u0026quot;\u0026gt;Flexible start time of 6-7:30 am. Expectation is ~10-12-hours per day, resulting in ~50-60 hours per week subject to business needs.\u0026lt;/span\u0026gt; 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\u0026lt;span data-olk-copy-source=\u0026quot;MessageBody\u0026quot;\u0026gt;.\u0026lt;/span\u0026gt;Duties and responsibilities include, but are not limited to:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Support the Partners and their team by providing operational functions such as:\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Money movement (i.e. wire and journals)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Account creation and maintenance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Client and prospect meeting preparation\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Placing trades on behalf of client\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Interact with clients supporting all aspects of their servicing needs\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Researching client inquiries and managing the follow-up communication\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Construct client performance and asset allocation reports\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborate with team members to provide exceptional customer service and devise customized financial strategies for existing/prospective clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Participate in client meetings to speak to the operational aspects of the business (take on more investment related piece over time)\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;2+ years of relevant work experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Deep curiosity about the financial markets\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Exceptional organizational skills and attention to detail\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to think critically and anticipate issues\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Good verbal and communications skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Good relationship buildings skills both inside and outside of the organization\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to work in a fast paced, high-volume, high-pressure environment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with Salesforce is a plus\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;“No task is too small” mentality\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s degree is required\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Compensation\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;The total compensation range for this role, inclusive of base salary and bonus, is $95,000-$130,000, depending on skills and experience.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;","departments":[{"id":4053942003,"name":"Journey","child_ids":[],"parent_id":4053940003}],"offices":[{"id":4003292003,"name":"Los Angeles","location":"Los Angeles, California, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/ieqcapital/jobs/7753405003","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5772835003,"location":{"name":"San Francisco, CA"},"metadata":null,"id":7753405003,"updated_at":"2026-06-04T15:46:46-04:00","requisition_id":"BVoy526","title":"Senior Associate, Wealth Management","company_name":"IEQ Capital","first_published":"2026-06-04T13:18:39-04:00","language":"en","application_deadline":null,"content":"\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Who are we?\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;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\u0026#39; 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.\u0026lt;/p\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;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:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Support the Partners and their team by providing operational functions such as:\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Money movement (i.e. wire and journals)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Account creation and maintenance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Client and prospect meeting preparation\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Placing trades on behalf of client\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Interact with clients supporting all aspects of their servicing needs\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Researching client inquiries and managing the follow-up communication\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Construct client performance and asset allocation reports\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborate with team members to provide exceptional customer service and devise customized financial strategies for existing/prospective clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Participate in client meetings to speak to the operational aspects of the business (take on more investment related piece over time)\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;2+ years of relevant work experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Deep curiosity about the financial markets\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Exceptional organizational skills and attention to detail\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to think critically and anticipate issues\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Good verbal and communications skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Good relationship buildings skills both inside and outside of the organization\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to work in a fast paced, high-volume, high-pressure environment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with Salesforce is a plus\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;“No task is too small” mentality\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s degree is required\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Compensation\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;The total compensation range for this role, inclusive of base salary and bonus, is $95,000-$130,000, depending on skills and experience.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;#LI-JK1 \u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;","departments":[{"id":4053941003,"name":"Voyage","child_ids":[],"parent_id":4053940003}],"offices":[{"id":4067860003,"name":"San Francisco","location":null,"child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/ieqcapital/jobs/7661685003","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5730707003,"location":{"name":"Los Angeles, CA"},"metadata":null,"id":7661685003,"updated_at":"2026-06-04T15:44:14-04:00","requisition_id":"GQue926","title":"Senior Associate, Wealth Management","company_name":"IEQ Capital","first_published":"2026-03-31T13:40:07-04:00","language":"en","application_deadline":null,"content":"\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Who are we?\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:1,\u0026amp;quot;335559740\u0026amp;quot;:320}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;IEQ Capital is a Registered Investment Advisor\u0026amp;nbsp;seeking\u0026amp;nbsp;to transform traditional wealth management. Our quest is to integrate the Intellectual and Emotional Quotient, driven by a\u0026amp;nbsp;values-oriented culture that fosters connection and collaboration with our clients. We are an independent,\u0026amp;nbsp;predominantly employee-owned\u0026amp;nbsp;company, adhering to the standard to put our clients\u0026#39; interests first. We focus our efforts on helping clients meet their investment\u0026amp;nbsp;objectives\u0026amp;nbsp;without the distractions and limitations that can arise within much larger organizations.\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:1,\u0026amp;quot;335559740\u0026amp;quot;:320}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;The Role\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:1,\u0026amp;quot;335559740\u0026amp;quot;:320}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;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\u0026amp;nbsp;important elements\u0026amp;nbsp;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:\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:1,\u0026amp;quot;335559740\u0026amp;quot;:320}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;1\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;1\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Support the Partners and their team by providing operational functions such as:\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:1,\u0026amp;quot;335559740\u0026amp;quot;:320}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;o\u0026quot; data-font=\u0026quot;Courier New\u0026quot; data-listid=\u0026quot;1\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:1440,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Courier New\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[9675],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;o\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;1\u0026quot; data-aria-level=\u0026quot;2\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Money movement (i.e.\u0026amp;nbsp;wire and journals)\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:1,\u0026amp;quot;335559740\u0026amp;quot;:320}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;o\u0026quot; data-font=\u0026quot;Courier New\u0026quot; data-listid=\u0026quot;1\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:1440,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Courier New\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[9675],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;o\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;2\u0026quot; data-aria-level=\u0026quot;2\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Account creation and maintenance\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:1,\u0026amp;quot;335559740\u0026amp;quot;:320}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;o\u0026quot; data-font=\u0026quot;Courier New\u0026quot; data-listid=\u0026quot;1\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:1440,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Courier New\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[9675],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;o\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;3\u0026quot; data-aria-level=\u0026quot;2\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Client and prospect meeting preparation\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:1,\u0026amp;quot;335559740\u0026amp;quot;:320}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;o\u0026quot; data-font=\u0026quot;Courier New\u0026quot; data-listid=\u0026quot;1\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:1440,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Courier New\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[9675],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;o\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;4\u0026quot; data-aria-level=\u0026quot;2\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Placing trades on behalf of client\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:1,\u0026amp;quot;335559740\u0026amp;quot;:320}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;1\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;2\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Interact with clients supporting all aspects of their\u0026amp;nbsp;servicing\u0026amp;nbsp;needs\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:1,\u0026amp;quot;335559740\u0026amp;quot;:320}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;1\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;3\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Researching client inquiries and managing the follow-up communication\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:1,\u0026amp;quot;335559740\u0026amp;quot;:320}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;1\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;4\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Construct client performance and asset allocation reports\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:1,\u0026amp;quot;335559740\u0026amp;quot;:320}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;1\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;5\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Collaborate with team members to provide exceptional customer service and devise customized financial strategies for existing/prospective clients\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:1,\u0026amp;quot;335559740\u0026amp;quot;:320}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;1\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;6\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Participate in client meetings to speak to the operational aspects of the business (take on more\u0026amp;nbsp;investment related\u0026amp;nbsp;piece\u0026amp;nbsp;over time)\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:1,\u0026amp;quot;335559740\u0026amp;quot;:320}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559740\u0026amp;quot;:320}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Qualifications\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:1,\u0026amp;quot;335559740\u0026amp;quot;:320}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;2\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;1\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;2+ years of relevant work experience\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:1,\u0026amp;quot;335559740\u0026amp;quot;:320}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;2\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;2\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Deep curiosity about\u0026amp;nbsp;the financial\u0026amp;nbsp;markets\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:1,\u0026amp;quot;335559740\u0026amp;quot;:320}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;2\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;3\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Exceptional organizational skills and attention to detail\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:1,\u0026amp;quot;335559740\u0026amp;quot;:320}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;2\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;4\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Ability to think critically and\u0026amp;nbsp;anticipate\u0026amp;nbsp;issues\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:1,\u0026amp;quot;335559740\u0026amp;quot;:320}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;2\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;5\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Good verbal and communications skills\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:1,\u0026amp;quot;335559740\u0026amp;quot;:320}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;2\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;6\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Good relationship\u0026amp;nbsp;buildings\u0026amp;nbsp;skills both inside and outside of the organization\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:1,\u0026amp;quot;335559740\u0026amp;quot;:320}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;2\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;7\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Ability to work in a fast paced, high-volume, high-pressure environment\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:1,\u0026amp;quot;335559740\u0026amp;quot;:320}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;2\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;8\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Experience with Salesforce is a plus\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:1,\u0026amp;quot;335559740\u0026amp;quot;:320}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;2\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;9\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;“No task is too small” mentality\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:1,\u0026amp;quot;335559740\u0026amp;quot;:320}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;2\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;10\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Bachelor’s degree is required\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:1,\u0026amp;quot;335559740\u0026amp;quot;:320}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559685\u0026amp;quot;:-810,\u0026amp;quot;335559737\u0026amp;quot;:-540,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;Compensation\u0026lt;/span\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;The salary range for this role, inclusive of base and bonus, is $95,000 - $130,000, depending on skills and experience.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;#LI-JK1 \u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;","departments":[{"id":4006036003,"name":"Quest","child_ids":[],"parent_id":4053940003}],"offices":[{"id":4003292003,"name":"Los Angeles","location":"Los Angeles, California, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/ieqcapital/jobs/7506841003","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5669950003,"location":{"name":"San Francisco, CA"},"metadata":null,"id":7506841003,"updated_at":"2026-06-04T15:45:14-04:00","requisition_id":"GJou126","title":"Senior Associate, Wealth Management","company_name":"IEQ Capital","first_published":"2025-10-23T16:59:28-04:00","language":"en","application_deadline":null,"content":"\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Who are we?\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;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\u0026#39; 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.\u0026lt;/p\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;We are looking for a motivated professional to join our San Francisco-based team as a Senior Associate. This person will be required to work out of our Foster City office as needed.This role will work closely with the rest of the team to manage important elements of the client relationship.\u0026lt;span data-olk-copy-source=\u0026quot;MessageBody\u0026quot;\u0026gt;Flexible start time of 6-7:30 am. Expectation is ~10-12-hours per day, resulting in ~50-60 hours per week subject to business needs\u0026lt;/span\u0026gt; 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\u0026lt;span data-olk-copy-source=\u0026quot;MessageBody\u0026quot;\u0026gt;.\u0026lt;/span\u0026gt;Duties and responsibilities include, but are not limited to:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Support the Partners and their team by providing operational functions such as:\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Money movement (i.e. wire and journals)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Account creation and maintenance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Client and prospect meeting preparation\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Placing trades on behalf of client\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Interact with clients supporting all aspects of their servicing needs\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Researching client inquiries and managing the follow-up communication\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Construct client performance and asset allocation reports\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborate with team members to provide exceptional customer service and devise customized financial strategies for existing/prospective clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Participate in client meetings to speak to the operational aspects of the business (take on more investment related piece over time)\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;2+ years of relevant work experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Deep curiosity about the financial markets\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Exceptional organizational skills and attention to detail\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to think critically and anticipate issues\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Good verbal and communications skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Good relationship buildings skills both inside and outside of the organization\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to work in a fast paced, high-volume, high-pressure environment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with Salesforce is a plus\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;“No task is too small” mentality\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s degree is required\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Compensation\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;The total compensation range for this role, inclusive of base salary and bonus, is $95,000-$130,000, depending on skills and experience.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;","departments":[{"id":4053942003,"name":"Journey","child_ids":[],"parent_id":4053940003}],"offices":[{"id":4067860003,"name":"San Francisco","location":null,"child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/ieqcapital/jobs/7660901003","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5730371003,"location":{"name":"Foster City, CA"},"metadata":null,"id":7660901003,"updated_at":"2026-06-04T15:46:22-04:00","requisition_id":"GVoy726","title":"Senior Associate, Wealth Management","company_name":"IEQ Capital","first_published":"2026-03-11T19:20:21-04:00","language":"en","application_deadline":null,"content":"\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Who are we?\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;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\u0026#39; 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.\u0026lt;/p\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;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:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Support the Partners and their team by providing operational functions such as:\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Money movement (i.e. wire and journals)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Account creation and maintenance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Client and prospect meeting preparation\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Placing trades on behalf of client\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Interact with clients supporting all aspects of their servicing needs\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Researching client inquiries and managing the follow-up communication\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Construct client performance and asset allocation reports\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborate with team members to provide exceptional customer service and devise customized financial strategies for existing/prospective clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Participate in client meetings to speak to the operational aspects of the business (take on more investment related piece over time)\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;2+ years of relevant work experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Deep curiosity about the financial markets\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Exceptional organizational skills and attention to detail\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to think critically and anticipate issues\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Good verbal and communications skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Good relationship buildings skills both inside and outside of the organization\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to work in a fast paced, high-volume, high-pressure environment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with Salesforce is a plus\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;“No task is too small” mentality\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s degree is required\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Compensation\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;The total compensation range for this role, inclusive of base salary and bonus, is $95,000-$130,000, depending on skills and experience.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;#LI-JK1 \u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;","departments":[{"id":4053941003,"name":"Voyage","child_ids":[],"parent_id":4053940003}],"offices":[{"id":4003291003,"name":"Foster City","location":"Foster City, California, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/ieqcapital/jobs/7685358003","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"education":"education_required","internal_job_id":5743081003,"location":{"name":"Dallas, TX"},"metadata":null,"id":7685358003,"updated_at":"2026-06-04T16:03:31-04:00","requisition_id":"BEpq126","title":"Senior Associate, Wealth Management","company_name":"IEQ Capital","first_published":"2026-03-31T12:43:30-04:00","language":"en","application_deadline":null,"content":"\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Who are we?\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;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\u0026#39; 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.\u0026lt;/p\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;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:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Support the Partners and their team by providing operational functions such as:\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Money movement (i.e. wire and journals)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Account creation and maintenance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Client and prospect meeting preparation\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Placing trades on behalf of client\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Interact with clients supporting all aspects of their servicing needs\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Researching client inquiries and managing the follow-up communication\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Construct client performance and asset allocation reports\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborate with team members to provide exceptional customer service and devise customized financial strategies for existing/prospective clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Participate in client meetings to speak to the operational aspects of the business (take on more investment related piece over time)\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;2+ years of relevant work experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Deep curiosity about the financial markets\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Exceptional organizational skills and attention to detail\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to think critically and anticipate issues\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Good verbal and communications skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Good relationship buildings skills both inside and outside of the organization\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to work in a fast paced, high-volume, high-pressure environment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with Salesforce is a plus\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;“No task is too small” mentality\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s degree is required\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;#LI-JK1 \u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;","departments":[{"id":4093105003,"name":"Atlas","child_ids":[],"parent_id":4053940003}],"offices":[{"id":4065608003,"name":"Dallas","location":"Dallas, Texas, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/ieqcapital/jobs/7693693003","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"education":"education_required","internal_job_id":5747932003,"location":{"name":"San Francisco, CA"},"metadata":null,"id":7693693003,"updated_at":"2026-06-04T15:47:15-04:00","requisition_id":"GQue226","title":"Senior Associate, Wealth Management","company_name":"IEQ Capital","first_published":"2026-06-04T13:19:27-04:00","language":"en","application_deadline":null,"content":"\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Who are we?\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;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\u0026#39; 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.\u0026lt;/p\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;IEQ Capital is looking for a motivated professional to join our San Francisco-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. 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:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Support the Partners and their team by providing operational functions such as:\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Money movement (i.e. wire and journals)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Account creation and maintenance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Client and prospect meeting preparation\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Placing trades on behalf of client\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Interact with clients supporting all aspects of their servicing needs\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Researching client inquiries and managing the follow-up communication\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Construct client performance and asset allocation reports\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborate with team members to provide exceptional customer service and devise customized financial strategies for existing/prospective clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Participate in client meetings to speak to the operational aspects of the business (take on more investment related piece over time)\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;2+ years of relevant work experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Deep curiosity about the financial markets\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Exceptional organizational skills and attention to detail\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to think critically and anticipate issues\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Good verbal and communications skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Good relationship buildings skills both inside and outside of the organization\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to work in a fast paced, high-volume, high-pressure environment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with Salesforce is a plus\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;“No task is too small” mentality\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s degree is required\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Compensation\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;The total compensation range for this role, inclusive of base salary and bonus, is $95,000-$130,000, depending on skills and experience.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;#LI-JK1 \u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;","departments":[{"id":4006036003,"name":"Quest","child_ids":[],"parent_id":4053940003}],"offices":[{"id":4067860003,"name":"San Francisco","location":null,"child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/ieqcapital/jobs/7730808003","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5763433003,"location":{"name":"Foster City, CA"},"metadata":null,"id":7730808003,"updated_at":"2026-06-04T15:44:38-04:00","requisition_id":"BJou226","title":"Senior Associate, Wealth Management","company_name":"IEQ Capital","first_published":"2026-05-13T19:55:21-04:00","language":"en","application_deadline":null,"content":"\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Who are we?\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;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\u0026#39; 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.\u0026lt;/p\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;We are looking for a motivated professional to join our Foster City-based team as a Senior Associate. This person will be required to work out of our San Francisco office as needed. This role will work closely with the rest of the team to manage important elements of the client relationship. \u0026lt;span data-olk-copy-source=\u0026quot;MessageBody\u0026quot;\u0026gt;Flexible start time of 6-7:30 am. Expectation is ~10-12-hours per day, resulting in ~50-60 hours per week subject to business needs\u0026lt;/span\u0026gt; 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\u0026lt;span data-olk-copy-source=\u0026quot;MessageBody\u0026quot;\u0026gt;. \u0026lt;/span\u0026gt;Duties and responsibilities include, but are not limited to:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Support the Partners and their team by providing operational functions such as:\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Money movement (i.e. wire and journals)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Account creation and maintenance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Client and prospect meeting preparation\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Placing trades on behalf of client\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Interact with clients supporting all aspects of their servicing needs\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Researching client inquiries and managing the follow-up communication\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Construct client performance and asset allocation reports\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborate with team members to provide exceptional customer service and devise customized financial strategies for existing/prospective clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Participate in client meetings to speak to the operational aspects of the business (take on more investment related piece over time)\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;2+ years of relevant work experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Deep curiosity about the financial markets\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Exceptional organizational skills and attention to detail\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to think critically and anticipate issues\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Good verbal and communications skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Good relationship buildings skills both inside and outside of the organization\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to work in a fast paced, high-volume, high-pressure environment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with Salesforce is a plus\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;“No task is too small” mentality\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s degree is required\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Compensation\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;The total compensation range for this role, inclusive of base salary and bonus, is $95,000-$130,000, depending on skills and experience.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;","departments":[{"id":4053942003,"name":"Journey","child_ids":[],"parent_id":4053940003}],"offices":[{"id":4003291003,"name":"Foster City","location":"Foster City, California, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/ieqcapital/jobs/7754199003","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5773212003,"location":{"name":"Los Angeles, CA"},"metadata":null,"id":7754199003,"updated_at":"2026-05-29T18:58:53-04:00","requisition_id":"BVoy526","title":"Senior Associate, Wealth Management","company_name":"IEQ Capital","first_published":"2026-05-29T18:58:53-04:00","language":"en","application_deadline":null,"content":"\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Who are we?\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;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\u0026#39; 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.\u0026lt;/p\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;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:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Support the Partners and their team by providing operational functions such as:\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Money movement (i.e. wire and journals)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Account creation and maintenance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Client and prospect meeting preparation\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Placing trades on behalf of client\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Interact with clients supporting all aspects of their servicing needs\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Researching client inquiries and managing the follow-up communication\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Construct client performance and asset allocation reports\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborate with team members to provide exceptional customer service and devise customized financial strategies for existing/prospective clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Participate in client meetings to speak to the operational aspects of the business (take on more investment related piece over time)\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;2+ years of relevant work experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Deep curiosity about the financial markets\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Exceptional organizational skills and attention to detail\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to think critically and anticipate issues\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Good verbal and communications skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Good relationship buildings skills both inside and outside of the organization\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to work in a fast paced, high-volume, high-pressure environment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with Salesforce is a plus\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;“No task is too small” mentality\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s degree is required\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Compensation\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;The total compensation range for this role, inclusive of base salary and bonus, is $95,000-$130,000, depending on skills and experience.\u0026lt;/p\u0026gt;","departments":[{"id":4053941003,"name":"Voyage","child_ids":[],"parent_id":4053940003}],"offices":[{"id":4003292003,"name":"Los Angeles","location":"Los Angeles, California, United States","child_ids":[],"parent_id":null}]}],"meta":{"total":30}}