or apply directly on IEQ Capital's site. We never take the application ourselves.
Is this posting real?
- This role has been open
- 21 days IEQ Capital's roles stay open a median of 45 days
- Reposted
- No
- Salary listed
- No 93% of IEQ Capital's roles list one
- Ghost-job risk at IEQ Capital
- high 33 stale, 0 reposted of 43 open
- Hiring momentum
- 45 roles opened in the last 90 days ↑ up vs. the prior 90 days
- Last confirmed on the employer's board
- 2026-09-17
Measured from postings appearing on and disappearing from IEQ Capital's own greenhouse board since 2026-08-03. Full hiring picture for IEQ Capital.
About this role
As an Associate in Wealth Management at IEQ Capital, you will support the Partners and their team by managing client relationships and operational functions such as money movement, account maintenance, and project management. You will also communicate with clients about transactions and participate in educational sessions to enhance your knowledge of financial markets, all while ensuring compliance with the firm's standards.
- benefits
- 1/5
- freshness
- 4/5
- career value
- 4/5
- role clarity
- 4/5
- pay transparency
- 0/5
Scored from the posting itself — how clearly the role is described, how much it says about pay and benefits, and how recently it was listed. Not a judgement of IEQ Capital as an employer.
What you need
- 1-2+ years of relevant work or internship experience
- Bachelor’s degree
- Deep curiosity about the financial markets
- Exceptional organizational skills and attention to detail
- Ability to think critically and anticipate issues
- Exceptional verbal and written communications skills
Nice to have
- Experience with Salesforce
Worth weighing
- No salary listed
- Opportunities for upward mobility within the firm
- Role involves a mix of operational tasks and client communication
- Expect to hold the Associate position for 18-24 months before transitioning to a more senior role
Summarised from IEQ Capital's posting. Read the full original.
Listed by IEQ Capital on their greenhouse job board, last confirmed open on 2026-09-17. PitchMeAI is not the employer.
More roles at IEQ Capital
- Talent Acquisition Associate, Human CapitalFoster City, CA
- Associate, Wealth ManagementSan Francisco, CA