About this role
Associate, Wealth Management at IEQ Capital. Location: San Francisco, California, United States. Role: supporting partners, managing accounts, ensuring compliance Requirements: Bachelor's degree required; 1–2+ years relevant experience preferred; strong organization, communication, attention to detail, curiosity about markets; Salesforce experience is a plus; adherence to compliance. Category: Finance and Accounting Seniority: Entry Level Tools: Salesforce Commitment: Full Time Workplace: Onsite Languages: English