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New Accounts Principal

Independent Financial GroupSan Diego, California, United StatesOnsite

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 532 independent financial professionals across 377 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. IFG was ranked 19th Independent Broker-Dealer based off revenue in 2023 by Financial Planning Magazine. In 2024, IFG was ranked 16th largest among national independent broker-dealers by Financial Advisor 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.

Life at Independent Financial Group

Independent Financial Group, LLC is a securities and investment firm offering personalized services to individuals and institutional investors through our team of independent financial professionals. Our representatives offer professional advice and investments, including mutual funds, annuities, life insurance, fee-based asset management, direct participation programs, and stocks and bonds. Our commitment is directly to the independent investment representative. Therefore, Independent Financial Group offers no proprietary investment products. This enables our affiliated representatives to focus on their client’s individual goals and objectives without concerns about specific product quotas and corporate mandated sales goals. Independent Financial Group processes direct business accounts held through major mutual funds and insurance companies, as well as brokerage business through our clearing partner, Pershing, LLC. Independent Financial Group is a national independent broker–dealer firm with corporate headquarters in San Diego, California.
Thrive Here & What We Value1. Fastest Growing Private Companies in the US by Inc. 5000 in 20202. Ranked #7 among the Largest Private Companies in San Diego in 20223. Named Independent BrokerDealer based off revenue in 2023 by Financial Planning Magazine4. Ranked 16th largest among national independent brokerdealers by Financial Advisor Magazine, based on revenue in 20245. Competitive benefits package, including companypaid medical, dental and vision benefits, 401(k) matching, market-level compensation based on experience, a free on-site fitness center, and various employee events throughout the year
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