Senior Associate, Wealth Management
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Before you apply
Salary$95k – $130k
LocationLos Angeles, CA
Work modeon-site
Typefull-time
SenioritySenior
Experience2+ yrs
DepartmentJourney
Company size51–200 people
PostedNov 28, 2025 · 11mo ago
Verified live3d ago
May no longer be actively hiring
Posted by the company on Nov 28, 202570% of this company's open roles have been listed for 90+ days
At a glanceSummarised by Seekless from the posting.
2+ years of relevant work experience
Deep curiosity about the financial markets
Exceptional organizational skills and attention to detail
Ability to think critically and anticipate issues
Good verbal and communications skills
Good relationship building skills both inside and outside of the organization
Ability to work in a fast paced, high-volume, high-pressure environment
"No task is too small" mentality
Bachelor's degree is required
Experience with Salesforce is a plus
Skills
Salesforce
Who are we?
IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management. Our quest is to integrate the Intellectual and Emotional Quotient, driven by a values-oriented culture that fosters connection and collaboration with our clients. We are an independent, predominantly employee-owned company, adhering to the standard to put our clients’ interests first. We focus our efforts on helping clients meet their investment objectives without the distractions and limitations that can arise within much larger organizations.
The Role
We are looking for a motivated professional to join our Los Angeles-based team as a Senior Associate.This role will work closely with the rest of the team to manage important elements of the client relationship.Willingness to travel to the Bay Area on a regular basis, especially during the initial training period is needed. 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. 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:
Responsibilities
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Support the Partners and their team by providing operational functions such as:
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Money movement (i.e. wire and journals)
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Account creation and maintenance
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Client and prospect meeting preparation
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Placing trades on behalf of client
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Interact with clients supporting all aspects of their servicing needs
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Researching client inquiries and managing the follow-up communication
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Construct client performance and asset allocation reports
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Collaborate with team members to provide exceptional customer service and devise customized financial strategies for existing/prospective clients
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Participate in client meetings to speak to the operational aspects of the business (take on more investment related piece over time)
Qualifications
•
2+ years of relevant work experience
•
Deep curiosity about the financial markets
•
Exceptional organizational skills and attention to detail
•
Ability to think critically and anticipate issues
•
Good verbal and communications skills
•
Good relationship buildings skills both inside and outside of the organization
•
Ability to work in a fast paced, high-volume, high-pressure environment
•
Experience with Salesforce is a plus
•
“No task is too small” mentality
•
Bachelor’s degree is required
Compensation
The total compensation range for this role, inclusive of base salary and bonus, is $95,000-$130,000, depending on skills and experience.