About this role
Director, Wealth Management at IEQ Capital. Location: San Francisco, California, United States. Role: analyzing portfolios, executing trades, advising clients Requirements: 6+ years wealth management experience; bachelor's degree required; strong organizational, communication, and critical thinking skills; familiarity with account operations; Salesforce/Fidelity experience and CFA/CFP/CAIA credentials 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