Independent Financial Group LLC
Independent Financial Group is seeking a New Accounts Principal to oversee and approve new client account openings, ensuring a smooth onboarding process, operational efficiency, and regulatory compliance. This role focuses on delivering exceptional service to advisors and their clients while maintaining high standards of accuracy and attention to detail. The position is based onsite in San Diego.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Independent Financial Group LLC.
Advocacy and Supervision Principal
cambridge
Supervisory Principal
cambridge
Transition Specialist
Copeland Insurance Group
Account Approval Operations Specialist, New Accounts
The Vanguard Group, Inc.
Broker Dealer Operations Principal
Horace Mann
Enhanced Due Diligence Analyst - New Accounts
Interactive Brokers