Director, Wealth Management
Los Angelesonsitedirector$170K – $225K
via Greenhouse
About this role
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.…
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
For this role: salesforce
2
Level fit
This role is director-level. We check your trajectory against it.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is based in Los Angeles. We weight your proximity and willingness to relocate.
Score yourself on this role.
Free · no card · written explanation included
Skills in this role
Pulled from the job description. These are the keywords we'll weight when scoring your fit.
salesforce
More at Ieqcapital
- View →Associate, Cashiering & Bill PayDallas, TX
- View →Associate Director, Wealth ManagementLos Angeles, CA
- View →Associate Director, Wealth ManagementFoster City, CA
- View →Associate Director, Wealth ManagementSan Francisco, CA
- View →Associate Director, Wealth ManagementLos Angeles, CA
- View →Talent Acquisition Associate, Human CapitalFoster City, CA