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New Accounts Principal

2 months ago

San Diego, United States Independent Financial Group Full time
Job DescriptionJob DescriptionSalary: $70-80k BOE

 Independent Financial Group, LLC (IFG) is a privately held independent broker-dealer based in San Diego, California. Founded in 2003, IFG provides an array of business solutions supporting more than 656 independent financial professionals across 409 offices nationwide. IFG was named among the “Fastest Growing Private Companies in the US” by Inc. 5000 in 2020, for the eighth time since 2010. San Diego Business Journal ranked IFG #7 among the Largest Private Companies in San Diego in 2022. In 2022, IFG was ranked 19th largest among national independent broker-dealers by Financial Advisor Magazine and Financial Planning Magazine, based on revenue.


Job Duties

  • Perform review of new accounts, account updates and supporting documentation
  • Review all new account transferring assets as applicable
  • Generation of various transaction reports monthly and quarterly
  • Participate in Supervisory Principal Associate Training
  • Special projects and other duties as needed


Qualifications

  • Series 7, 24 or attained within 6 months and 12 months respectively
  • 2+ years of financial industry experience
  • Independent Broker Dealer experience preferred  
  • College degree preferred



Compensation

  • IFG offers a competitive benefits package, including company-paid medical, dental and vision benefits, 401(k) matching, market-level compensation based on experience, free on-site fitness center, and provides employee events throughout the year.