About this role
Associate, Wealth Management at IEQ Capital. Location: San Francisco, California, United States. Role: supporting partners, managing accounts, handling transactions Requirements: 1-2 years relevant experience preferred; bachelor’s degree required; strong organizational, communication, critical thinking, and relationship-building skills; attention to detail and ability to work in a high-volume environment. Category: Finance Seniority: Entry Level Tools: Salesforce Commitment: Full Time Workplace: Hybrid Languages: English