About this role
Associate, Wealth Management at IEQ Capital. Location: Foster City, California, United States. Role: supporting partners, managing accounts, updating portfolios Requirements: 1-2+ years of relevant work or internship experience preferred; strong organizational, communication, and relationship-building skills; Bachelor's degree required. Category: Finance and Accounting Seniority: Mid Level Tools: Salesforce Commitment: Full Time Workplace: Hybrid Languages: English