About this role
Director, Wealth Management at IEQ Capital. Location: San Francisco, California, United States. Role: Portfolio analysis, Trade execution, Account maintenance Requirements: 6+ years wealth management experience; strong client relationship management; exceptional organizational and communication skills; experience in investment advisory setting. Category: Finance and Accounting Seniority: Senior Level Tools: Salesforce, Fidelity Investments Certifications: cfa, cfp, caia Commitment: Full Time Workplace: Onsite Languages: English