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Ieq Capital Jobs (NOW HIRING)

IEQ Capital

Associate, Wealth Management

Los Angeles, CA · Hybrid

$90K - $115K/yr

IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management. Our quest is to integrate the Intellectual and Emotional Quotient, driven by a values-oriented ...

IEQ Capital

Associate, Wealth Management

Los Angeles, CA · On-site

$90K - $115K/yr

IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management. Our quest is to integrate the Intellectual and Emotional Quotient, driven by a values-oriented ...

IEQ Capital

Associate, Wealth Management

San Francisco, CA · On-site

$18.50 - $24.75/hr

Who a re w e? IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management. Our quest is to integrate the Intellectual and Emotional Quotient, generating ...

IEQ Capital

Associate, Wealth Management

San Francisco, CA · Hybrid

$18.50 - $24.75/hr

Who a re w e? IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management. Our quest is to integrate the Intellectual and Emotional Quotient, generating ...

IEQ Capital

Associate, Wealth Management

Foster City, CA · On-site

$18.25 - $24.50/hr

Who a re w e? IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management. Our quest is to integrate the Intellectual and Emotional Quotient, generating ...

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Ieq Capital information

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$59.5K

$103.3K

$165K

How much do ieq capital jobs pay per year?

As of Jun 9, 2026, the average yearly pay for ieq capital in the United States is $103,262.00, according to ZipRecruiter salary data. Most workers in this role earn between $88,000.00 and $120,000.00 per year, depending on experience, location, and employer.

What is the difference between Ieq Capital vs Financial Analyst?

AspectIeq CapitalFinancial Analyst
Required CredentialsBachelor's degree, industry-specific certificationsBachelor's degree, often CFA or CPA
Work EnvironmentFinancial firms, investment companiesCorporations, banks, investment firms
Industry UsageInvestment and finance sectorsFinance, banking, corporate finance
Common Search/ComparisonYesYes

While both Ieq Capital and Financial Analyst roles involve financial analysis and require similar credentials, Ieq Capital typically focuses on investment management within financial firms, whereas Financial Analysts may work across various industries and corporate settings. The roles overlap in skills and certifications but differ in specific job functions and work environments.

What are the key skills and qualifications needed to thrive as a Private Wealth Advisor at IEQ Capital, and why are they important?

To thrive as a Private Wealth Advisor at IEQ Capital, you typically need a strong background in finance or economics, relevant industry certifications (such as CFP or CFA), and experience in wealth management or investment advisory. Familiarity with portfolio management software, CRM systems, and financial planning tools is crucial for efficient client management and analysis. Exceptional interpersonal skills, trustworthiness, and proactive communication set top advisors apart when building and maintaining client relationships. These skills and qualifications are vital to deliver tailored financial solutions and foster long-lasting client trust in a competitive sector.

What are some typical challenges faced by team members at IEQ Capital, and how are they supported in overcoming them?

Team members at IEQ Capital often navigate the complexities of serving high-net-worth clients, which involves balancing personalized client service with rigorous investment research and compliance requirements. Staying updated with evolving financial regulations and the dynamic market landscape can be challenging. To support staff, IEQ Capital emphasizes mentorship, access to ongoing professional development, and collaborative teamwork, ensuring employees can leverage internal expertise and resources to address client needs and advance their careers.

What is IEQ Capital and what do they do?

IEQ Capital is a wealth management firm that provides investment advisory and financial planning services primarily to high-net-worth individuals, families, and select institutions. The firm focuses on personalized wealth management, including portfolio management, estate planning, and access to private market investments. IEQ Capital offers a client-centric approach, aiming to help clients achieve their long-term financial goals through tailored solutions and independent advice.
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Ieq Capital jobs near you

Talent Acquisition Associate, Human Capital

IEQ Capital

Foster City, CA • On-site

$95K - $115K/yr

Other

Posted 21 days ago

Job description

Who are we? 

IEQ Capital is a Registered Investment Advisor, seeking 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, predominantly employee-owned company, adhering to the fiduciary standard to put our clients' interests first. We focus our efforts on helping clients meet their investment objectives without the distractions and limitations that can arise within much larger organizations.

The Role 

At IEQ Capital, we're always looking to strengthen the organization by adding exceptional people to our team. We are seeking a Talent Acquisition Associate to support the firm's hiring efforts by sourcing, identifying, and managing candidates through the full recruiting lifecycle. 

This role is ideal for someone with 1-3 years of recruiting experience who has experience sourcing candidates and running full-cycle recruiting processes. The right candidate is organized, proactive, and comfortable partnering with hiring managers across the firm to build strong candidate pipelines. Experience recruiting within financial services or wealth management is a strong plus. 

Responsibilities include, but are not limited to: 

  • Partner with hiring managers to understand hiring needs, role requirements, and candidate profiles 
  • Manage the full-cycle recruiting process, from sourcing and screening through offer stage 
  • Proactively source candidates through LinkedIn, professional networks, referrals, universities, and external partners 
  • Screen resumes and conduct initial candidate outreach and interviews 
  • Build and maintain candidate pipelines for current and future hiring needs 
  • Coordinate and schedule interviews while ensuring a strong candidate experience 
  • Maintain accurate recruiting records and documentation in the ATS 
  • Track and compile recruiting data to support hiring decisions and process improvements 
  • Support recruiting events, internship programs, and university partnerships
Qualifications 
  • 1-3 years of experience in talent acquisition, recruiting, or a related role 
  • Experience managing full-cycle recruiting and proactively sourcing candidates 
  • Strong organizational skills with the ability to manage multiple searches simultaneously 
  • Experience using Greenhouse or other Applicant Tracking Systems (ATS) 
  • Proficiency sourcing candidates using LinkedIn Recruiter, professional networks, referrals and university connections 
  • Strong communication and relationship-building skills when working with candidates and hiring managers 
  • Experience recruiting within financial services, asset management, or wealth management is a strong plus 
Compensation

The total compensation range for this role, inclusive of base salary and bonus, is $95,000 - $115,000, depending on skills and experience.

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