About this role
Associate, Wealth Management at IEQ Capital. Location: San Francisco, California, United States. Role: supporting partners, managing accounts, updating portfolios Requirements: Bachelor's degree required; 1-2+ years relevant experience preferred. Strong organization, communication, critical thinking, and relationship-building; curiosity about financial markets; Salesforce experience a plus. Category: Finance and Accounting Seniority: Entry Level Tools: Salesforce Commitment: Full Time Workplace: Hybrid Languages: English