About this role
Director, Wealth Management at IEQ Capital. Location: Los Angeles, California, United States. Role: managing relationships, analyzing portfolios, executing trades Requirements: Bachelor's degree required; 6+ years wealth management experience; strong organizational, written and verbal communication, critical thinking, and relationship-building skills; familiarity with account operations; Salesforce/Fidelity experience and CFA/CFP/CAIA designations are a plus. Category: Finance and Accounting Seniority: Senior Level Tools: Salesforce, Fidelity Investments Certifications: cfa, cfp, caia Commitment: Full Time Workplace: Hybrid Languages: English