About this role
Director, Wealth Management at IEQ Capital. Location: Los Angeles, California, United States. Role: portfolio analysis, account maintenance, client meetings Requirements: 6-9+ years wealth management experience; excellent organizational and communication skills; client service focused; CFA/CFP/CAIA a plus; familiarity with investment operations; bachelor’s degree required. Category: Finance and Accounting Seniority: Senior Level Certifications: cfa, cfp, caia Commitment: Full Time Workplace: Onsite Languages: English