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Ieq Capital Jobs (NOW HIRING)

IEQ Capital

Director, Wealth Management

Los Angeles, CA · On-site

$170K - $225K/yr

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 ...

IEQ Capital

Director, Wealth Management

New York, NY · On-site

$170K - $225K/yr

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 ...

IEQ Capital

Director, Wealth Management

Los Angeles, CA · On-site

$170K - $225K/yr

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 ...

IEQ Capital

Director, Wealth Management

Los Angeles, CA · On-site

$170K - $225K/yr

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 ...

IEQ Capital

Director, Wealth Management

Foster City, CA · Hybrid

$170K - $225K/yr

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 ...

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

Foster City, CA · Hybrid

$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 ...

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

Director, Wealth Management

Foster City, CA · On-site

$170K - $225K/yr

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 ...

IEQ Capital

Director, Wealth Management

Los Angeles, CA · Hybrid

$170K - $225K/yr

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 ...

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 ...

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All JobsIeq Capital Jobs

Ieq Capital information

See salary details

$59.5K

$103.3K

$165K

How much do ieq capital jobs pay per year?

As of Aug 17, 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 IEQ Capital?

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.

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

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 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.

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What states have the most Ieq Capital jobs?

States with the most job openings for Ieq Capital jobs include:

What job categories do people searching Ieq Capital jobs look for?

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Ieq Capital jobs near you
Infographic showing various Ieq Capital job openings in the United States as of August 2026, with employment types broken down into 92% Full Time, 4% Part Time, and 4% Contract. Highlights an 88% Physical, 5% Hybrid, and 7% Remote job distribution, with an average salary of $103,262 per year, or $49.6 per hour.

Director, Wealth Management

IEQ Capital

San Francisco, CA • On-site

$170K - $225K/yr

Full-time

Re-posted 16 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
We are looking for a motivated 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:
  • Support to Managing Directors and Partners by providing service and support functions such as:
  • Portfolio analysis, trade execution, account maintenance and client/prospect meeting preparation
  • Review various non-publicly traded alternative investments (real estate, credit etc.) and communicate these strategies to clients
  • Construct performance and asset allocation reports along with the recommended portfolio changes
  • Provide exceptional service and devise customized financial strategies for existing/prospective clients
  • Provide investment advice to clients in meetings with Managing Directors and Partners (in some cases one-on-one with the client)
  • Interact with clients, supporting all aspects of their servicing needs;
  • Researching client inquiries, managing follow up communication and conducting quarterly performance reviews
Qualifications
  • 6-9+ years of wealth management experience
  • Exceptional organizational skills, attention to detail
  • Exceptional written and verbal communications skills
  • Ability to think critically, anticipate issues and prioritize multiple projects
  • Familiarity with operational aspects of business (new account openings, disbursements, etc.)
  • Exceptional relationship buildings skills both inside and outside of the organization
  • Ability to work in a fast paced, high-volume, high-pressure environment
  • Experience with Salesforce is a plus
  • CFA, CFP CAIA designation is a plus
  • Experience with Fidelity Investments is a plus
  • "No task is too small" mentality
  • Bachelor's degree is required

Compensation
The salary range for this role, inclusive of base salary and bonus, is $170,000 - $225,000, depending on skills and experience.
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