Senior Associate, Wealth Management
IEQ Capital
Salary undisclosed
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Description
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:
- Support the Partners and their team by providing operational functions such as:
- Money movement (i.e. wire and journals)
- Account creation and maintenance
- Client and prospect meeting preparation
- Placing trades on behalf of client
- Interact with clients supporting all aspects of their servicing needs
- Researching client inquiries and managing the follow-up communication
- Construct client performance and asset allocation reports
- Collaborate with team members to provide exceptional customer service and devise customized financial strategies for existing/prospective clients
- Participate in client meetings to speak to the operational aspects of the business (take on more investment related piece over time)
Qualifications
- 2+ years of relevant work experience
- Deep curiosity about the financial markets
- Exceptional organizational skills and attention to detail
- Ability to think critically and anticipate issues
- Good verbal and 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.
About this role
IEQ Capital, an independent Registered Investment Advisor, is building out its Los Angeles team with a Senior Associate who will serve as a key operational backbone for the wealth management practice. You'll handle the mechanics that keep client relationships running smoothly—wire transfers, account setup, trade execution, and report generation—while also sitting in on client meetings to understand the advisory side of the business. Over time, you'll take on more investment-focused responsibilities as you grow into the role.
This position demands someone comfortable with high volume and fast-paced work. You'll need at least two years of relevant financial services experience, sharp organizational skills, and the ability to manage multiple priorities under pressure. The role requires regular travel to the Bay Area during your initial training period, and you should be prepared for a flexible early start (6–7:30 am) and roughly 50–60 hours per week. Salesforce experience is valued, though not required.
The compensation package ranges from $95,000 to $130,000 based on your background. If you're drawn to a smaller, employee-owned firm where you can see a clear path upward and where operational excellence directly supports client outcomes, this could be a strong fit.
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Pay for this role
The employer didn't post a pay range for this role. That usually means pay is set in negotiation, which favors whoever arrives with numbers. Check ranges on comparable Senior Associate, Wealth Management postings in Los Angeles, and analyze any offer before you accept it.
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