New Accounts Principal

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 19 th

Independent Broker-Dealer based off revenue in 2023 by Financial Planning Magazine. In 2024, IFG was ranked 16 th

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.

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