About this role
Director, Wealth Management at IEQ Capital. Location: Foster City, California, United States. Role: manage relationships, prepare reports, advise clients Requirements: 5-7+ years wealth management experience; strong communication; organizational; Salesforce experience a plus; CFA/CFP/CAIA designations a plus. Category: Finance and Accounting Seniority: Mid Level Tools: Salesforce Certifications: cfa, cfp, caia Commitment: Full Time Workplace: Onsite Languages: English