Operations Specialist

Independent Financial Group; San Diego, Northern (CA, KY); On-site; USD 40,000 - 43,000; Full time

Benefits offered by this job

On-site fitness center

Medical insurance

Life & LTD coverage

401(k) matching

Job summary

Independent Financial Group (IFG) is seeking a client-focused Operations Specialist to support financial advisors with account openings, transfers, updates, and asset movement requests. The ideal candidate is detail-oriented, highly organized, and committed to delivering exceptional service in a fast-paced environment.

This role is based onsite at our San Diego office. IFG is a privately held independent wealth management provider based in San Diego, California.

Qualifications

• Prior experience in the financial services industry preferred.
• SIE or Series 7 license, or willingness to obtain required licensing.

Responsibilities

• Develop proficiency in all Operations processes and assist with daily processing to ensure service levels are consistently met.
• Adhere to internal policies and regulatory requirements, demonstrating a strong understanding of compliance practices.
• Deliver exceptional service to IFG investment professionals and their staff by addressing client account inquiries and providing training support.
• Build and maintain positive relationships with advisors, their staff, and internal departments, grounded in trust and respect.
• Communicate clearly and professionally in all phone and email interactions.
• Partner with the Pershing/BNY service team to research and resolve complex issues in a timely manner.
• Contribute to special projects and perform other duties as assigned.

Skills

Communication

Organization

Attention to detail

multitasking

Education

SIE or Series 7 license

Job description

Salary Range: $29.00 - $31.50 Hourly

Independent Financial Group (IFG) is seeking a client-focused Operations Specialist to support financial advisors with account openings, transfers, updates, and asset movement requests. The ideal candidate is detail-oriented, highly organized, and committed to delivering exceptional service in a fast-paced environment. This role is based onsite at our San Diego office.

Independent Financial Group, LLC (IFG) is a privately held independent wealth management provider based in San Diego, California. Founded in 2003, IFG supports more than 600 independent financial professionals in over 400 offices nationwide with a comprehensive suite of business solutions. IFG has been widely recognized as a leading independent broker-dealer. In 2025, Financial Advisor magazine listed IFG as the 15th largest national independent broker-dealer and #2 for privately held broker-dealers based on gross revenue. Financial Planning ranked IFG 1st for women as a percentage of producing representatives in 2025 and 7th for financial advisor payout in 2024. InvestmentNews ranked the firm in the top 10 for payout and account assets in 2024. IFG is an eight-time honoree on the Inc. 5000 list of "Fastest-Growing Private Companies in the US," and the San Diego Business Journal ranked IFG #7 among the Largest Private Companies in San Diego in 2022 and 2023.

Job Duties

• Develop proficiency in all Operations processes and assist with daily processing to ensure service levels are consistently met.
• Adhere to internal policies and regulatory requirements, demonstrating a strong understanding of compliance practices.
• Deliver exceptional service to IFG investment professionals and their staff by addressing client account inquiries and providing training support.
• Build and maintain positive relationships with advisors, their staff, and internal departments, grounded in trust and respect.
• Communicate clearly and professionally in all phone and email interactions.
• Partner with our Pershing/BNY service team to research and resolve complex issues in a timely manner.
• Contribute to special projects and perform other duties as assigned.

QualificationsEducation and Experience

• Prior experience in the financial services industry preferred.
• SIE or Series 7 license, or willingness to obtain required licensing.

Key Attributes

• Strong verbal and written communication skills.
• Ability to manage multiple tasks and prioritize responsibilities effectively.
• Commitment to accuracy, accountability, and operational excellence.

Desired Skills

• High attention to detail with a focus on process consistency and precision.
• Strong organizational skills and ability to work in a fast-paced environment.
• Proactive problem-solving mindset with a dedication to supporting advisors and clients.

Compensation

• IFG offers a competitive benefits package, including a free on-site fitness center, company-paid medical insurance, company-paid life and long-term disability (LTD) coverage, 401(k) matching, and market-competitive compensation based on experience.