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Quotient Wealth Partners Jobs (NOW HIRING)

IEQ Capital

Associate, Wealth Management

Los Angeles, CA · On-site

$90K - $115K/yr

Our quest is to integrate the Intellectual and Emotional Quotient, driven by a values-oriented ... Support the Partners and their team by providing operational functions such as: * Money movement (i ...

IEQ Capital

Associate, Wealth Management

Los Angeles, CA · Hybrid

$90K - $115K/yr

Our quest is to integrate the Intellectual and Emotional Quotient, driven by a values-oriented ... Support the Partners and their team by providing operational functions such as: * Money movement (i ...

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How much do quotient wealth partners jobs pay per year?

As of Aug 15, 2026, the average yearly pay for quotient wealth partners in the United States is $81,805.00, according to ZipRecruiter salary data. Most workers in this role earn between $62,500.00 and $98,500.00 per year, depending on experience, location, and employer.

What is the difference between Quotient Wealth Partners vs Financial Advisor?

AspectQuotient Wealth PartnersFinancial Advisor
CredentialsCFP, CFA, or similar certifications often preferredCFP, CFA, or similar certifications often required
Work EnvironmentCollaborative, team-oriented, often in financial firms or advisory firmsClient-facing, independent or within financial institutions
Industry UsageUsed in wealth management firms, financial planning companiesCommonly used across banking, independent advisory firms, and financial planning

Quotient Wealth Partners and Financial Advisors both require similar credentials and operate within the wealth management industry. While Quotient Wealth Partners may focus more on collaborative team environments, Financial Advisors often work directly with clients. Both roles are integral to financial planning and wealth management services, with overlapping skills and certifications.

What is the typical client interaction like for advisors at Quotient Wealth Partners, and how does it influence daily responsibilities?

Advisors at Quotient Wealth Partners regularly engage with clients to discuss financial goals, review portfolio performance, and provide personalized investment advice. These interactions often take the form of scheduled meetings, phone consultations, and email correspondence, requiring advisors to be proactive, responsive, and attentive to client needs. Building long-term relationships is key, and advisors typically collaborate with internal teams such as research analysts and client service associates to deliver comprehensive solutions. As a result, daily responsibilities include preparing client reports, staying updated on financial markets, and coordinating with colleagues to ensure a seamless client experience.

What are the key skills and qualifications needed to thrive as a wealth advisor at Quotient Wealth Partners, and why are they important?

To thrive as a Wealth Advisor, you need a solid background in financial planning, investment strategies, and portfolio management, typically supported by a degree in finance or a related field and certifications like CFP or CFA. Familiarity with financial planning software, CRM systems, and market analytics tools is essential. Strong interpersonal skills, trustworthiness, and the ability to communicate complex financial concepts clearly help you build lasting client relationships. These skills are crucial for delivering tailored financial solutions and fostering client confidence in a competitive wealth management environment.

What is Quotient Wealth Partners?

Quotient Wealth Partners is a financial advisory firm that specializes in providing wealth management services to individuals, families, and businesses. They offer personalized financial planning, investment management, retirement planning, and other related services. Their advisors work closely with clients to develop strategies tailored to their unique financial goals and circumstances. The firm is known for its client-focused approach and commitment to delivering objective, transparent advice.
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Quotient Wealth Partners jobs near you
Infographic showing various Quotient Wealth Partners job openings in the United States as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $81,805 per year, or $39.3 per hour.

Associate Director, Wealth Management

IEQ Capital

Foster City, CA • On-site

$135K - $175K/yr

Full-time

Re-posted 8 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, 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 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 an Associate 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 that have experience managing client relationships in an investment advisory capacity. Duties and responsibilities include, but are not limited to:
  • Support to CEOs 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 CEOs and Partners
  • Interact with clients, supporting all aspects of their servicing needs:
  • Researching client inquiries, managing follow up communication and conducting quarterly performance reviews
Qualifications
  • 3-5+ 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 total compensation range for this role, inclusive of base salary and bonus, is $135,000-$175,000, depending on skills and experience.
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