Jr. Financial Advisor

Independent Financial Group, LLC; San Diego (CA); On-site; USD 50,000 - 70,000; Full time

Job summary

An established industry player is seeking a motivated Junior Financial Advisor to join their dynamic team. This entry-level position offers a unique opportunity to work closely with experienced Senior Advisors, providing essential financial guidance and support to clients. You'll assist in developing personalized financial plans, execute investment strategies, and maintain strong client relationships. With a competitive benefits package and a focus on professional development, this role is perfect for individuals eager to start their career in the financial services sector. Join a company recognized for its growth and commitment to excellence, and take the first step towards a rewarding career in finance.

Benefits

Free on-site fitness center

Company-paid medical insurance

401(k) matching

Qualifications

• Strong analytical, communication, and problem-solving skills required.
• Detail-oriented with strong organizational skills and ability to manage multiple tasks.

Responsibilities

• Assist Senior Advisors in preparing and presenting financial plans.
• Support execution of investment strategies and maintain client relationships.

Skills

Analytical Skills

Communication Skills

Problem-Solving Skills

Client Relationship Management

Detail Orientation

Education

Bachelor's degree in Finance

Bachelor's degree in Business

Bachelor's degree in Economics

Tools

Microsoft Office Suite

Job description

Join to apply for the Jr. Financial Advisor role at Independent Financial Group, LLC

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Founded in 2003, IFG provides an array of business solutions supporting more than 482 independent financial professionals across 372 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 on 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.

We are seeking a motivated and client-focused Junior Financial Advisor to join our team at IFG. As a Junior Financial Advisor, you will work closely with Senior Advisors to provide financial guidance to clients, assist in developing personalized financial plans, and support the execution of investment strategies. This is an excellent opportunity for individuals looking to begin or grow their career in the financial services industry.

Job Duties

1. Assist Senior Financial Advisors in preparing and presenting financial plans tailored to client needs.
2. Support the execution of investment strategies by researching and recommending financial products (e.g., stocks, bonds, mutual funds, insurance).
3. Maintain client relationships by addressing inquiries and providing exceptional service.
4. Prepare and review financial reports, market updates, and investment performance analysis.
5. Help clients with portfolio management and asset allocation in line with their financial goals.
6. Attend client meetings, take detailed notes and ensure follow-up actions are completed.
7. Stay updated on industry trends, regulatory changes, and new financial products to ensure the highest level of service and compliance.
8. Help manage and organize client data and records in compliance with company policies and regulations.
9. Assist with new client acquisition through referrals, networking, and prospecting.
10. Participate in ongoing training and development to expand financial expertise and product knowledge.

Qualifications

• Strong analytical, communication, and problem-solving skills.
• Ability to work collaboratively in a team environment while taking initiative.
• Excellent written and verbal communication skills, with the ability to explain complex financial concepts in a simple and clear manner.
• Detail-oriented with strong organizational skills and the ability to manage multiple tasks simultaneously.
• Client-focused with a high degree of professionalism and ethical standards.
• Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint).

Education And Experience

• Bachelor’s degree in finance, Business, Economics, or related field.
• 0-2 years of experience in financial services, banking, or related fields.
• Knowledge of financial products, investment strategies, and market trends.
• Previous experience working at a broker-dealer, wealth management, or financial advisory firm.

Certifications, Licenses, Registrations

• Series 6 or 7 license (or ability to obtain within a specified time frame).
• Series 65 or 63 license (or ability to obtain within a specified time frame).
• CFP (Certified Financial Planner) or working towards certification is a plus.

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.

Additional Information

• Seniority level: Entry level
• Employment type: Full-time
• Job function: Finance and Sales