Regional Advisor Consultant

Description

Founded in 2003, IFG provides an array of business solutions supporting more than 482 independent financial professionals across 372 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 #7 among the Largest Private Companies in San Diego in 2022. IFG was ranked 19th Independent Broker-Dealer based off revenue in 2023 by Financial Planning Magazine. In 2024, IFG was ranked 16th largest among national independent broker-dealers by Financial Advisor Magazine, based on revenue.

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 through 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/Benefits Package 

IFG offers a competitive benefits package including free on-site fitness center, company-paid medical insurance, 401(k) matching, and market-level compensation, based on experience. 

Salary : $90,000 - $150,000