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The Financial Advisory Associate is a critical member of the relationship management team for high net worth and ultra-high net worth clients.This role sits within ICONIQ Investment Management which strives to deliver exceptional investment portfolios by harnessing the differentiated capital and strategic strength of the ICONIQ community.
What You’ll Do:
Ideal Candidate Background:
What We Offer:
Location: Applicants are expected to work onsite in our San Francisco office in accordance with our hybrid working policy.
Compensation Range: ICONIQ is required by law to include a reasonable estimate of the salary range for this role, together with other compensation being offered such as a discretionary bonus, health insurance, and other perks. There are several factors taken into consideration in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. At ICONIQ, we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation terms. A reasonable estimate of the current salary range is $140,000 - $160,000 together with a discretionary bonus, health insurance, paid time off, 401k participation with a company matching program, wellness stipend, personal education allowance as well as a commuter benefits program.
About ICONIQ Capital
ICONIQ Capital is a global investment firm elevated by an extraordinary community. With over $80B assets under management, we seek to build resilient investment portfolios, partner with inspired entrepreneurs transforming industries, manage our clients’ lives and legacies, and create uncommon opportunities across sectors and society.
Full Time
Business Services
$110k-136k (estimate)
07/05/2023
07/09/2024
iconiqcapital.com
SAN FRANCISCO, CA
200 - 500
2011
Investment Company
DIVESH MAKAN
$10M - $50M
Business Services
ICONIQ Capital is a California-based investment company that provides services such as financial advisory and wealth management for individuals and businesses.