Advisory Platform & Billing Specialist
Independent Financial Group LLC
Independent Financial Group LLC (IFG) is seeking an Advisory Platform Specialist to support the firm’s growing advisory business from its San Diego base. You will manage the daily administration of IFG’s advisory product and platform ecosystem, ensure accurate billing, oversee onboarding and transitions, and coordinate with multiple departments to sustain high-quality advisor support. This role emphasizes governance, controls, and process improvements to boost efficiency, scalability, and the #J-18808-Ljbffr Independent Financial Group LLC
Vacancy posted 1 day ago
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