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New Accounts Principal

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 privately held independent broker-dealer based in the United States. Founded in 2003, IFG provides an array of business solutions supporting more than 656 independent financial professionals across the country. IFG was named among the Fastest Growing Private Companies in the US by Inc. 5000, for the eighth time since 2010. The company was ranked #7 among the Largest Private Companies in the US 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 Summary

We are seeking a highly skilled New Accounts Principal to join our team. The successful candidate will be responsible for reviewing new accounts, account updates, and supporting documentation. This role requires strong analytical and problem-solving skills, as well as excellent communication and interpersonal skills.

Key Responsibilities

  • Perform thorough reviews of new accounts, account updates, and supporting documentation to ensure accuracy and compliance.
  • Review all new account transferring assets as applicable to ensure seamless transitions.
  • Generate various transaction reports monthly and quarterly to provide insights and analysis.
  • 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 team's goals and objectives.

Requirements

  • Series 7, 24, or equivalent licenses within 6 months and 12 months respectively.
  • At least 2 years of experience in the financial industry.
  • Independent Broker Dealer experience preferred.
  • College degree preferred.

What We Offer

  • A competitive benefits package, including company-paid medical, dental, and vision benefits.
  • 401(k) matching to support your retirement goals.
  • Market-level compensation based on experience.
  • A free on-site fitness center to promote a healthy work-life balance.
  • Employee events throughout the year to foster a sense of community.