Senior Associate, Wealth Management
IEQ Capital
San Francisco, CA · Posted June 4, 2026
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How AI is used in this kind of work
Among personal financial advisors, AI is already used for a large share of the tasks. Measured exposure for personal financial advisors: 35% (high).
Share of this job’s tasks that AI is already used for at work, from real usage. It is not a forecast of job loss, and a low number means no use seen yet. Source: Anthropic Economic Index.
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About the job
Who are we?
IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management. Our quest is to integrate the Intellectual and Emotional Quotient, driven by a values-oriented culture that fosters connection and collaboration with our clients. We are an independent, predominantly employee-owned company, adhering to the standard to put our clients' interests first. We focus our efforts on helping clients meet their investment objectives without the distractions and limitations that can arise within much larger organizations.
The Role
IEQ Capital is looking for a motivated professional to join our team as a Senior Associate. This role will work closely with the rest of the team to manage important elements of the client relationship. If you are looking to make an impact on a thriving business, want upward mobility within a firm, want to challenge yourself and be a part of a high-performing team, this role may be the one for you. Duties and responsibilities include, but are not limited to:
Support the Partners and their team by providing operational functions such as:
Money movement (i.e. wire and journals)
Account creation and maintenance
Client and prospect meeting preparation
Placing trades on behalf of client
Interact with clients supporting all aspects of their servicing needs
Researching client inquiries and managing the follow-up communication
Construct client performance and asset allocation reports
Collaborate with team members to provide exceptional customer service and devise customized financial strategies for existing/prospective clients
Participate in client meetings to speak to the operational aspects of the business (take on more investment related piece over time)
Qualifications
2+ years of relevant work experience
Deep curiosity about the financial markets
Exceptional organizational skills and attention to detail
Ability to think critically and anticipate issues
Good verbal and communications skills
Good relationship buildings skills both inside and outside of the organization
Ability to work in a fast paced, high-volume, high-pressure environment
Experience with Salesforce is a plus
“No task is too small” mentality
Bachelor’s degree is required
Compensation
The total compensation range for this role, inclusive of base salary and bonus, is $95,000-$130,000, depending on skills and experience.
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