About this role
Associate, Wealth Management at IEQ Capital. Location: San Francisco or Foster City. Role: Support the Partners, Communicate with clients, Participate in educational sessions Requirements: 1-2+ years of relevant work or internship experience; strong organizational and written/verbal communication; interest in financial markets; Salesforce experience a plus; bachelor’s degree required. Category: Finance and Accounting Seniority: Entry Level Tools: Salesforce Commitment: Full Time Workplace: Hybrid Languages: English