or apply directly on IEQ Capital's site. We never take the application ourselves.
Is this posting real?
- This role has been open
- 16 days IEQ Capital's roles stay open a median of 45 days
- Reposted
- No
- Salary listed
- Yes 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
The Associate in Wealth Management will support the Partners and their team by managing client relationships and operational functions, including money movement, account maintenance, and project management. This role offers opportunities for professional growth within the firm, with a focus on building knowledge of financial markets and compliance standards while ensuring client confidentiality.
- benefits
- 1/5
- freshness
- 4/5
- career value
- 3/5
- role clarity
- 4/5
- pay transparency
- 5/5
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
What you get
- Salary range of $95,000 - $115,000, depending on skills and experience
- Opportunities for upward mobility within the firm
Worth weighing
- The role emphasizes operational functions, which may not appeal to those seeking purely client-facing responsibilities.
- The position is described as high-pressure, which may not suit everyone.
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 ManagementAtlanta, GA