Job Description
Job Description
JOB SUMMARY:
Position: CFP (Certified Financial Planner)
Objective: Seeking to join an independent, SEC-registered investment advisory (RIA) firm.
- Access and manage a qualified pool of clients
- Provide expert financial advice and investment strategies
- Ensure compliance with SEC regulations and firm policies
REQUIREMENTS
- Must have CFP
- Must have clean U4
- Must have Bachelor's Degree
- 1-3 years prior experience of creating financial plans tailored to clients
PERSONAL QUALITIES DESIRED
- Exceptional Client Relationship Skills
- Hardworking, Persistent, Consistent, Entrepreneurial, Self Motivated
Responsibilities
- Develop personalized financial plans for clients based on their financial goals and needs.
- Conduct thorough financial analyses to assess clients' current financial situations.
- Provide guidance on investment management, estate planning, and tax strategies.
- Maintain strong customer relationships through regular communication and follow-ups.
- Stay updated on financial regulations and market trends to offer informed advice.
- Utilize financial software and tools to enhance planning and reporting processes.
Job Type: Full-time
Pay: $85,000.00 - $150,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Flexible schedule
- Health insurance
- Life insurance
- Paid time off
- Paid training
- Professional development assistance
- Referral program
- Relocation assistance
- Retirement plan
- Tuition reimbursement
- Vision insurance
Compensation Package:
- Bonus opportunities
- Profit sharing
- Signing bonus
Education:
- Bachelor's (Required)
License/Certification:
- CFP certification? (Required)
Ability to Commute:
- Woodland Hills, CA 91364 (Required)
Company DescriptionTamar Securities LLC is an independent SEC-Registered Investment Advisor (RIA) based in Los Angeles, California. The firm focuses on creating global asset allocation models that emphasize the preservation of capital, long-term asset growth, and superior performance in both rising and falling market cycles.
Their investment approach includes a hands-on discipline that involves constant portfolio monitoring and the use of both fundamental and technical analysis. They aim to identify undervalued sectors and sub-industries in the global economy that are best positioned for long-term growth.
Tamar Securities offers a variety of investment products, including fixed income portfolios, global equity portfolios, and alternative investments for qualified investors.
Company Description
Tamar Securities LLC is an independent SEC-Registered Investment Advisor (RIA) based in Los Angeles, California. The firm focuses on creating global asset allocation models that emphasize the preservation of capital, long-term asset growth, and superior performance in both rising and falling market cycles.\r\n\r\nTheir investment approach includes a hands-on discipline that involves constant portfolio monitoring and the use of both fundamental and technical analysis. They aim to identify undervalued sectors and sub-industries in the global economy that are best positioned for long-term growth. \r\n\r\nTamar Securities offers a variety of investment products, including fixed income portfolios, global equity portfolios, and alternative investments for qualified investors.