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IEQ Capital

Wealth Management: Associate Director, Client Strategy

los angeles, CA

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Job description

IEQ Capital in Los Angeles is seeking an Associate Director to enhance client relationships and manage investment strategies. This role requires 4-7+ years of wealth management experience, with exceptional organizational and communication skills.

The ideal candidate will support Partners and Managing Directors, construct performance reports, and maintain strong client interactions. Compensation ranges from $135,000 to $175,000 based on experience, with opportunities for travel.

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Worksite address

los angeles, CA, 90079, US

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