Transition Services Specialist - San Diego

Only for registered members San Diego, United States

1 week ago

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IFG is seeking Transition Services Specialists to assist new advisors transferring their book of business to IFG. This dynamic role involves performing under pressure while dealing with an influx of volume and innovatively shifting tasks in various aspects of the transition's progression.,

Allowing the advisors to conduct traditional business practices as they migrate and settle into IFG's platform.

Key Attributes include ability to pivot quickly in response to regulatory changes, client needs or internal process updates Strong troubleshooting problem-solving skills Proven ability to work cross-functionally with Compliance Operations IT and Client Service teams being a collaborative team player is essential,

Compensation includes free on-site fitness center company-paid medical insurance 401(k) matching market-level compensation based on experience.
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