Advisory Operations Specialist
4 weeks ago
Job Description
Job Description Salary:
Overview
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.
About the Opportunity
Do you have an exceptional attention to detail?
Our Advisory team is looking for a bright, well-organized Advisory Operations Specialist – who understands the workings of an independent broker-dealer – to join our team.
Responsibilities
Establish advisory accounts on internal and external platforms.
Assist IARs with client account related questions and challenges.
Process asset movement requests; including account transfers, ACHs, and check requests.
Provide advisory platform and custodian training to IARs and their staff members.
Collaborate with other IFG teams to on-board new IARs.
Qualifications
Experience in the financial services industry, and a general understanding of investment-related products.
FINRA series 65 at a minimum is required.
Series 7 and 66 preferred (or ability to obtain within 12 months of hire)
Superior organizational skills and ability to multi-task with minimal supervision
Exceptional active listening and customer service skills
Bachelor’s Degree; preferably in Business, Accounting, or Finance
Proficient with Microsoft Office suite
Compensation/Benefits
Package
IFG offers a competitive benefits package including free on-site fitness center, company-paid medical insurance, 401(k) matching, and market-level compensation, based on experience.
#J-18808-Ljbffr
-
Advisory Operations Specialist
2 weeks ago
San Diego, United States Independent Financial Group Full time**Overview** 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...
-
Advisory Operations Specialist
4 weeks ago
San Diego, United States Independent Financial Group Full timeJob DescriptionJob DescriptionSalary: OverviewIndependent 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...
-
Advisory Operations Specialist
2 weeks ago
San Diego, United States Independent Financial Group Full timeJob DescriptionJob DescriptionSalary: OverviewIndependent 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...
-
Talent Acquisition Specialist
1 month ago
San Diego, United States Centura Wealth Advisory Full timeCentura Wealth Advisory is currently seeking a Talent Acquisition Specialist to join the People & Culture team. Centura is a boutique RIA serving both high net-worth and ultra-high net-worth individuals and families. We hire optimistic, intellectually curious, resourceful, result-oriented, and adaptable people with the desire to help our clients, their...
-
Chief Operating Office
2 weeks ago
San Diego, United States Centura Wealth Advisory Full timeCentura Wealth Advisory, a dynamic, registered investment advisory (RIA) firm serving both high-net-worth and ultra-high-net-worth individuals/families, is seeking an experienced professional to join our Executive Leadership team as the Chief Operating Officer. As the Chief Operating Officer, you will be a key member of our team helping to set strategic...
-
Chief Financial Officer/Chief Operating Officer
3 weeks ago
San Diego, United States Centura Wealth Advisory Full timeJob DescriptionJob DescriptionCentura Wealth Advisory, a dynamic, registered investment advisory (RIA) firm serving both high-net-worth and ultra-high-net-worth individuals/families, is seeking an experienced professional to join our Executive Leadership team as the Chief Financial Offer/Chief Operating Officer (CFOO). As the CFOO, you will be a key member...
-
San Diego, United States Centura Wealth Advisory Full timeJob DescriptionJob DescriptionCentura Wealth Advisory, a dynamic, registered investment advisory (RIA) firm serving both high-net-worth and ultra-high-net-worth individuals/families, is seeking an experienced professional to join our Executive Leadership team as the Chief Financial Offer/Chief Operating Officer (CFOO). As the CFOO, you will be a key member...
-
San Diego, United States Centura Wealth Advisory Full timeJob DescriptionJob DescriptionCentura Wealth Advisory, a dynamic, registered investment advisory (RIA) firm serving both high-net-worth and ultra-high-net-worth individuals/families, is seeking an experienced professional to join our Executive Leadership team as the Chief Financial Offer/Chief Operating Officer (CFOO). As the CFOO, you will be a key member...
-
Financial Planner
4 weeks ago
San Diego, United States AlphaCore Wealth Advisory Full timeAbout AlphaCore Wealth Advisory: AlphaCore Wealth Advisory is a leading financial advisory firm dedicated to providing high-net-worth clients with comprehensive wealth management services. Our mission is to help our clients achieve their financial goals through a client-centric approach, guided by our seven core values. We are seeking a motivated and...
-
Financial Planner
4 weeks ago
San Diego, United States AlphaCore Wealth Advisory Full timeAbout AlphaCore Wealth Advisory:AlphaCore Wealth Advisory is a leading financial advisory firm dedicated to providing high-net-worth clients with comprehensive wealth management services. Our mission is to help our clients achieve their financial goals through a client-centric approach, guided by our seven core values. We are seeking a motivated and...
-
Financial Planner
1 month ago
San Diego, United States AlphaCore Wealth Advisory Full timeAbout AlphaCore Wealth Advisory: AlphaCore Wealth Advisory is a leading financial advisory firm dedicated to providing high-net-worth clients with comprehensive wealth management services. Our mission is to help our clients achieve their financial goals through a client-centric approach, guided by our seven core values. We are seeking a motivated and...
-
Financial Planner
2 weeks ago
San Diego, United States AlphaCore Wealth Advisory Full timeAbout AlphaCore Wealth Advisory: AlphaCore Wealth Advisory is a leading financial advisory firm dedicated to providing high-net-worth clients with comprehensive wealth management services. Our mission is to help our clients achieve their financial goals through a client-centric approach, guided by our seven core values. We are seeking a motivated and...
-
Financial Planner
2 months ago
San Diego, United States AlphaCore Wealth Advisory Full timeAbout AlphaCore Wealth Advisory:AlphaCore Wealth Advisory is a leading financial advisory firm dedicated to providing high-net-worth clients with comprehensive wealth management services. Our mission is to help our clients achieve their financial goals through a client-centric approach, guided by our seven core values. We are seeking a motivated and...
-
Financial Planner
1 week ago
San Diego, United States AlphaCore Wealth Advisory Full timeAbout AlphaCore Wealth Advisory:AlphaCore Wealth Advisory is a leading financial advisory firm dedicated to providing high-net-worth clients with comprehensive wealth management services. Our mission is to help our clients achieve their financial goals through a client-centric approach, guided by our seven core values. We are seeking a motivated and...
-
Head of Department, Power System Advisory
2 days ago
San Diego, United States DNV Full time**About us**: We are the independent expert in assurance and risk management. Driven by our purpose, to safeguard life, property, and the environment, we empower our customers and their stakeholders with facts and reliable insights so that critical decisions can be made with confidence. As a trusted voice for many of the world s most successful...
-
Front Office Administrator
2 weeks ago
San Diego, United States Centura Wealth Advisory Full timeCentura Wealth Advisory is seeking a Front Office Administrator to join the People & Culture team. Centura is a dynamic, registered investment advisory (RIA) firm serving both high-net-worth and ultra-high-net-worth individuals/families. We hire optimistic, resourceful, results-oriented, and adaptable people with the desire to help our clients, their...
-
Front Office Administrator
1 week ago
San Diego, United States Centura Wealth Advisory Full timeCentura Wealth Advisory is seeking a Front Office Administrator to join the People & Culture team. Centura is a dynamic, registered investment advisory (RIA) firm serving both high-net-worth and ultra-high-net-worth individuals/families. We hire optimistic, resourceful, results-oriented, and adaptable people with the desire to help our clients, their...
-
Chief Financial Officer
3 weeks ago
San Diego, United States Centura Wealth Advisory Full timeCentura Wealth Advisory, a dynamic, registered investment advisory (RIA) firm serving both high-net-worth and ultra-high-net-worth individuals/families, is seeking an experienced Chief Financial Officer (CFO). The CFO will have a day-to-day, ongoing impact on company operations, helping us to analyze, strategize, and grow our financial position. The CFO will...
-
Front Office Administrator
3 weeks ago
San Diego, United States Centura Wealth Advisory Full timeCentura Wealth Advisory is seeking a Front Office Administrator to join the People & Culture team. Centura is a dynamic, registered investment advisory (RIA) firm serving both high-net-worth and ultra-high-net-worth individuals/families. We hire optimistic, resourceful, results-oriented, and adaptable people with the desire to help our clients, their...
-
San Diego, United States Regal Executive Search Full timeOur client is a specialized boutique accounting and consulting services firm looking for a accounting professional to help the firm with its impressive growth. As a result, you will have the opportunity to grow your career in a dynamic environment that is a playground for highly skilled, self-motivated professionals. Responsibilities: Manage...