Job Description

Job Description

Job Description

Salary:

Independent Financial Group (IFG) is currently seeking a home office San Diego based

Regional Advisor Consultant. 

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 655 total registered representatives across 410 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 #8 among the Fastest Growing Private Companies in the large category San Diego in 2024. IFG was ranked 18 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. In addition, IFG was recognized as a top ten 2024 five-star broker-dealer by Investment News. Heading into 2025, our Advisors are among the industry's best and average over $491,000 in GDC ranking us 6th highest average production per rep amongst all broker-dealers and IFG remains the third largest privately held broker-dealer. 

Position Overview: The home office based Regional Advisor Consultant will be responsible for providing expert wealth management advice, practice development intelligence, strategic insights and home office updates to Advisors within a designated region. This role requires a deep understanding of industry trends, client needs, investment product offerings and the ability to develop tailored solutions that drive business success. The role is an in-office San Diego home office-based position Monday thru Friday with periodic travel within a designated region.

Job Duties:  

• Client Engagement: Build and maintain strong relationships with IFG’s advisors, understanding their business challenges and objectives and align with their goals. 

• Strategic Consultation: Provide expert advice on industry best practices, market trends, and strategic initiatives. 

• Solution Development: Collaborate with cross-functional teams to design and implement customized solutions that meet advisors needs. 

• Market Analysis: Collaborate market research and analysis to identify opportunities for growth and improvement. 

• Training and Support: Deliver training sessions and workshops to advisors and internal teams to enhance knowledge and skills. 

• Reporting: Prepare and present detailed reports on project progress, outcomes, and recommendations. 

• Networking: Represent the company at industry events, conferences, and networking functions to promote services and build relationships. 

Qualifications:  

• Bachelor’s degree: Industry related accreditations preferred 

• 5 years of experience in financial sales, consulting, advisory, or related roles. 

• Strong understanding of the financial markets. 

• Excellent communication and interpersonal skills. 

• Proven ability to manage multiple projects and deadlines. 

• Proficiency in excel and salesforce. 

• Ability to travel as needed within the region. 

• Must be Series 7 Licensed, Series 65 and CA Insurance License preferred 

• Proactive mindset with a positive can-do attitude 

• Strong public speaking and presentation skills 

Compensation  

• IFG offers a competitive incentive-based compensation and 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 and team building events throughout the year. 

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