About this role
Director, Wealth Management at IEQ Capital. Location: Foster City, California, United States. Role: analyzing portfolios, preparing reports, advising clients Requirements: Bachelor's degree required, 6+ years wealth management experience, strong organizational and communication skills, familiarity with account operations, client relationship management; 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