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