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Financial Services Manager

2 months ago

San Diego, California, United States Independent Financial Group Full time
Job Overview

Independent Financial Group, LLC (IFG) is a leading independent broker-dealer seeking a skilled New Accounts Principal to join our team. As a key member of our financial operations team, you will play a critical role in reviewing new accounts, account updates, and supporting documentation.

Key Responsibilities
  • Conduct thorough reviews of new accounts, account updates, and supporting documentation to ensure accuracy and compliance.
  • Review all new account transferring assets as applicable, ensuring seamless transitions and minimizing disruptions.
  • Generate various transaction reports on a monthly and quarterly basis, providing valuable insights for our financial professionals.
  • Participate in Supervisory Principal Associate Training to enhance your knowledge and skills.
  • Assist with special projects and other duties as needed, contributing to the growth and success of our organization.
Requirements
  • Hold Series 7, 24, or attain within 6 months and 12 months respectively.
  • Minimum 2+ years of experience in the financial industry, with a strong background in broker-dealer operations.
  • Independent Broker Dealer experience preferred, with a college degree also preferred.
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.