Advisor Platform & Billing Specialist
Independent Financial Group
Independent Financial Group in San Diego, CA, is hiring an Advisory Platform Specialist to support IFG's advisory product and platform ecosystem, including AccessPoint/Envestnet and TAMPs. You will manage platform access, billing administration, and advisor onboarding while coordinating with Compliance, Operations, Finance, and Technology to improve efficiency and the advisor experience. The role emphasizes accuracy, documentation, and issue remediation, with opportunities to contribute to #J-18808-Ljbffr Independent Financial Group
Vacancy posted 1 day ago
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