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Financial Services Manager

2 months ago

San Diego, California, United States Independent Financial Group , LLC Full time

About Independent Financial Group, LLC

Independent Financial Group, LLC (IFG) is a leading independent broker-dealer based in San Diego, California. With over 656 independent financial professionals across 409 offices nationwide, IFG provides a comprehensive array of business solutions to support the growth and success of its advisors.

Job Summary

We are seeking a highly skilled New Accounts Principal to join our team. As a key member of our operations team, you will be responsible for reviewing new accounts, account updates, and supporting documentation to ensure compliance and accuracy.

Key Responsibilities

  • Conduct thorough reviews of new accounts, account updates, and supporting documentation to ensure compliance with regulatory requirements
  • Review all new account transferring assets as applicable to ensure accurate and timely processing
  • Generate various transaction reports on a monthly and quarterly basis to provide insights into account activity
  • Participate in Supervisory Principal Associate Training to stay up-to-date on industry developments and best practices
  • Assist with special projects and other duties as needed to support the growth and success of our advisors

Requirements

  • Series 7, 24, or equivalent licenses, with the ability to attain within 6 months and 12 months respectively
  • At least 2 years of experience in the financial industry, with a preference for independent broker-dealer experience
  • A college degree is preferred, but not required

What We Offer

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