Email Alert for
ⓘ There was an unexpected error processing your request.
Please refresh the page and try again.
If the problem persists, please contact us with your issue.
You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.
Get ready to discover your next great opportunity.
Independent Financial Group, LLC
San Diego, CA, United States
Overview 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 656 independent financial professionals across 409 offices nationwide. IFG was named among the “Fastest Growing Private Companies in the US”
Job Source: Independent Financial Group, LLCH&R Block
San Diego, CA, United States
516520BR Title: Operations Specialist - S What you'll do... : JOB SUMMARY The Operations Specialists - Seasonal is responsible for non-systems duties such as delivering supplies/materials to offices, basic maintenance repairs and assisting with annual set up/closing of offices. Duties and Responsibilities: Perform basic building maintenance such
Job Source: H&R BlockAEG
San Diego, CA, United States
WE'D LOVE FOR YOU TO JOIN US! San Diego Wave Fútbol Club is on a mission to build a world class home for players and fans. We are seeking a dynamic, forward-thinking individual to join our mission to share our story, win championships, increase, and delight our fans. We're making memories and engaging our community through this beautiful game. We
Job Source: AEGThe Michaels Organization
San Diego, CA, United States
Overview: The Michaels Organization is a national leader in residential real estate offering full-service capabilities in development, property management, construction, and investment. At Michaels, our teammates strive to fulfill our promise of creating communities that lift lives ones that jumpstart housing, education, civic engagement, and neig
Job Source: The Michaels OrganizationAt Home Stores LLC
San Diego, CA, United States
Job Description @page { size: 8.27in 11.69in; margin: 0.79in } p { line-height: 115%; margin-bottom: 0.1in; background: transparent } pre { font-family: "Liberation Mono", monospace; font-size: 10pt; background: transparent } $17.00-22.10/hour The Store Operations Specialist (SOS) leads and trains teams in performing all freight functions, includi
Job Source: At Home Stores LLCVets Hired
San Diego, CA, United States
About the job Sales Operations Specialist Position Description We believe that a successful sales team makes connections with its customers and creates long-lasting relationships. As the Sales Operations Specialist, you will be working to meet that goal. Were looking for a self-starting professional with experience supporting a sales team to opti
Job Source: Vets HiredGridware
San Diego, CA, United States
Location: This role will involve significant travel (85% or more). The home base of an ideal candidate is Northern California, but this is flexible. Responsibilities This is what you’ll be doing: Plan and oversee the installation of devices on electric poles in remote areas, ensuring adherence to project timelines, specifications, safety standar
Job Source: GridwareConAm
San Diego, CA, United States
Operation Support Specialist - (Corporate Office | San Diego, CA | Remote) WHO WE ARE: CONAM Management Corporation is part of The CONAM Group, a multi-family property investment and management firm established in 1975 that specializes in conventional and affordable housing. We span across 12 states with 11 regional offices that employs a team of
Job Source: ConAmSan Diego, CA, United States
Overview
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 656 independent financial professionals across 409 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. In 2022, IFG was ranked 19th largest among national independent broker-dealers by Financial Advisor Magazine and Financial Planning Magazine, based on revenue.
About the Opportunity
Do you have an exceptional attention to detail? Our Advisory team is looking for a bright, well-organized Advisory Operations Specialist - who understands the workings of an independent broker-dealer - to join our team.
Responsibilities
Establish advisory accounts on internal and external platforms.
Assist IARs with client account related questions and challenges.
Process asset movement requests; including account transfers, ACHs, and check requests.
Provide advisory platform and custodian training to IARs and their staff members.
Collaborate with other IFG teams to on-board new IARs.
Qualifications Experience in the financial services industry, and a general understanding of investment-related products.
FINRA series 65 at a minimum is required.
Series 7 and 66 preferred (or ability to obtain within 12 months of hire)
Superior organizational skills and ability to multi-task with minimal supervision
Exceptional active listening and customer service skills
Bachelor's Degree; preferably in Business, Accounting, or Finance
Proficient with Microsoft Office suite
Compensation/Benefits Package
IFG offers a competitive benefits package including free on-site fitness center, company-paid medical insurance, 401(k) matching, and market-level compensation, based on experience.
#J-18808-Ljbffr
Email Alert for Advisory Operations Specialist jobs in San Diego, CA, United States
ⓘ There was an unexpected error processing your request.
Please refresh the page and try again.
If the problem persists, please contact us with your issue.
You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.
Get ready to discover your next great opportunity.