About this opportunity
Ieqcapital lists this Wealth Management Associate Director — Client Strategy opportunity in san francisco, California. Review the employer’s description below for duties, qualifications and application requirements.
Job description
IEQ Capital is seeking a motivated professional for the Associate Director position in San Francisco, California. You will manage key client relationships, providing exceptional service and customized financial strategies to help clients meet their investment objectives.
Ideal candidates will have 3-5+ years in wealth management and a bachelor’s degree, with familiarity in Salesforce and a critical thinking mindset. The role offers a competitive compensation range of $135,000-$175,000 depending on experience and skills.
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Worksite address
san francisco, CA, 94199, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.