About this role
Associate Director, Wealth Management at IEQ Capital. Location: New York, New York, United States. Role: supporting clients, managing portfolios, preparing reports Requirements: 3+ years wealth management experience, strong client relationship and communication skills, portfolio analysis, account operations familiarity, critical thinking, and bachelor\u0002s degree required. Category: Finance Seniority: Mid Level Tools: Salesforce Certifications: cfa, cfp, caia Commitment: Full Time Workplace: Hybrid Languages: English