IR Associate - FINRA Licensed, Hybrid
Listed on 2026-10-07
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Finance & Banking
Financial Sales, Wealth Management, Financial Advisor / Consultant
Equitybee is hiring an Investor Relations Associate in Palo Alto, a hybrid role requiring on-site presence 2 days per week. The role will guide new investors through onboarding, keep investor data current, and educate on account services and platform capabilities.
You’ll process investment requests and support capital deployment while delivering top-notch investor support. Bachelor’s degree is required; FINRA licenses (7/63 or 66) are necessary, with 1–2 years in financial services.
We invite applications for the IR Associate - FINRA Licensed, Hybrid position located in Palo Alto, CA, United States.
Are you ready to take on the IR Associate - FINRA Licensed, Hybrid role at Equitybee?
We would love to welcome a new IR Associate - FINRA Licensed, Hybrid to our group in Palo Alto, CA, United States.
For the IR Associate - FINRA Licensed, Hybrid position at Equitybee, we are reviewing applications now.
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