About this role
Associate Director, Wealth Management at IEQ Capital. Location: San Francisco, California, United States. Role: managing relationships, preparing reports, executing trades Requirements: 3+ years wealth management experience; bachelor’s degree required; strong organization, communication, and critical thinking; familiarity with account operations; Salesforce/Fidelity experience and CFA/CFP/CAIA desirable. Category: Finance and Accounting Seniority: Mid Level Tools: Salesforce, Fidelity Investments Certifications: cfa, cfp, caia Commitment: Full Time Workplace: Hybrid Languages: English