Who are we?ย
IEQ Capital is a Registered Investment Advisorย seekingย to transform traditional wealth management. Our quest is to integrate the Intellectual and Emotional Quotient, generating exceptional investment results driven by a values-oriented culture that fosters connection and collaboration with our clients. We are an independent,ย predominantly employee-ownedย company, adhering to the fiduciary standard to put our clients' interests first. We focus our efforts on helping clients meet their investmentย objectivesย without the distractions and limitations that can arise within much larger organizations.ย
The Roleย
We are looking for a motivatedย professional to join our team as a Director. In this role, you will work closely with the team to manage important aspects of the client relationship. This role is designed for those who have experience managing client relationships in an investment advisory capacity. Duties and responsibilities include, but are not limited to:ย
Qualificationsย CompensationThe salary range for this role, inclusive of base salary and bonus, is $170,000 - $225,000, depending on skills and experience.
#LI-Hybrid