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Job Vacancy for Supervisory Principal Associate at Independent Financial Group in San Diego, CA

Independent Financial Group company logo
Published 8 months ago

Independent Financial Group is currently seeking applicants for the position of Supervisory Principal Associate in the San Diego area. The available job type for this position is Full-time.

We are specifically looking for individuals who possess strong skills and have a minimum of beginners/seniors in the field. In addition to technical expertise, we highly value honesty, discipline, and a strong sense of responsibility in our employees.

Independent Financial Group operates within the (according to the company) industry. If you are interested in applying for this position and becoming a part of our company, we encourage you to submit your application.

Job Information

Company:Independent Financial Group
Position:Supervisory Principal Associate
City:San Diego, CA
Province:CA
Education:Confidential
Salary:USD 60.000 - USD 75.000 per Month
Employment Type:Full-time

Job Description

Independent Financial Group, LLC (IFG), a privately held independent broker-dealer based in San Diego, California, is seeking a Supervisory Principal Associate. Founded in 2003, IFG supports over 656 financial professionals across 409 offices nationwide.

Job Duties:

  • Participate in the Supervisory Principal Training Program
  • Review New Accounts and supporting documentation
  • Oversee transactional business
  • Review client account activity reports
  • Provide Home Office Medallion Signature Guarantee services

Qualifications:

  • Series 7
  • Series 24 (or willingness to attain within 3 months)
  • 2+ years of financial industry experience
  • College degree

Compensation: Competitive benefits package including medical, dental, vision, and 401(k) matching.

Requirements

  • Ability to work independently
  • High creativity and initiative
  • Attention to detail
  • Good presentation skills

Company Address

Province CA
City San Diego
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Company Information

Independent Financial Group

Independent Financial Group (IFG) is a premier independent broker-dealer in the United States, dedicated to empowering financial advisors with the resources and support they need to thrive. Established with a focus on fostering independence, IFG offers a wide range of financial services, investment products, and personalized support. The firm prides itself on its commitment to transparency, compliance, and providing a collaborative environment that promotes business growth. With a diverse team of experienced professionals, IFG is positioned to help advisors elevate their practices and serve their clients effectively.