Associate, Wealth Management
IEQ Capital
Los Angeles, CA · Posted January 5, 2026
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How AI is used in this kind of work
Among personal financial advisors, AI is already used for a large share of the tasks. Measured exposure for personal financial advisors: 35% (high).
Share of this job’s tasks that AI is already used for at work, from real usage. It is not a forecast of job loss, and a low number means no use seen yet. Source: Anthropic Economic Index.
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About the job
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, 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
IEQ Capital is looking for a motivated professional to join our Los Angeles-based team as an Associate. T h e Associate will work closely with the rest of the team to manage important elements of the client relationshi p. This role will help build the foundation you need to successfully grow within the company. If you are looking to make an impact on a thriving business, want upward mobility within a firm , want to challenge yourself and be a part of a high-performing team, this role may be the one for you. Duties and responsibilities include, but are not limited to :
Support the Partners and their team by providing operational funct ions such as:
Money movement (i.e. wire and journals)
Account creation and maintenance
Ad hoc project management
Portfolio performance updates
Database management
Communicate with clients regarding transactions, such as asset transfers and account opening procedures
Participate in educational sessions with the senior team members to expand the Associate’s knowledge of the markets and our business
“ U pward mobility” are not just words on a page ; the IEQ team has a track record of growth within the firm. Many individuals on our team began their career in the Associate role , and with hard work and dedication they have become some of the most senior individuals at the firm . Several former Associates are now Partners.
Qualifications
1-2+ years of relevant work or internship experience preferred
Deep curiosity about the financial markets
Exceptional organizational skills and attention to detail
Ability to t hink critically and anticipate issues
Exceptional verbal and written communications skills
Good relationship - building 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
“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 $90,000 - $115,000 depending on skills and experience.
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