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Foster City

    Wealth Advisor - Foster City, United States - IEQ Capital

    IEQ Capital
    IEQ Capital Foster City, United States

    4 weeks ago

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    Description
    Wealth Advisor

    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 to add seasoned Wealth Advisors to our team across the country. These advisors have built great practices serving terrific clients but are constrained by much larger organizations.

    As a Wealth Advisor at IEQ, you will serve your clients and drive new growth supported by IEQ's differentiated investment platform, talented client service teams and supportive culture of collective excellence.

    This role is for those that have had success self-sourcing and serving ultra-high net worth clients.

    Why IEQ?

    IEQ was founded by entrepreneurs to serve entrepreneurs and stewards of wealth. Advisors at IEQ focus on what's important to their clients while continually growing their business.


    IEQ offers advisors a differentiated investment platform with access to opportunities not often found within larger and more bureaucratic organizations.

    We move quickly and decisively.

    The firm was built from the ground up with fully integrated technology solutions, scalability and operational efficiencies gleaned through decades of experience in wealth management.

    Unlike siloed practices at larger organizations where advisors are forced to compete with one another, IEQ Advisors and their teams are integrated into the firm and its unique culture.

    As employee owners, we are collectively focused on doing what is best for our clients in pursuit of exceptional investment results.

    Qualifications

    10 years+ of wealth management experience as primary relationship generator and owner

    History of growing a successful book of client relationships

    Passion for and interest in differentiated investment options

    Exceptional organizational skills, attention to detail

    Exceptional presentation, written and verbal communications skills

    Ability to think critically, anticipate issues and prioritize multiple projects

    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 and Addepar 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

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