Certified Financial Planner

Employer: Tamar Securities LLC
Location: Woodland Hills, California
Salary: $85,000-$120,000 annually + bonuses, 401K, 401K match, medical, dental, vision, term life
Closing date: Sep 28, 2023

Job Role: Financial Planner
Employment Type: Full Time
Level: Experienced
Experience Level: 1-4 years
CFP® Certification: Required

Apply now

We are looking for an experienced Certified Financial Planner to join our team of planners and Senior Advisors. Candidates must have initiative and must be able to build rapport and trust with the firm’s clients.

Requirements:

College degree
Experience in executing a great deal of financial plans
Clean U-4
Series 7, 63, 65 (preferred)
Active professional designation of Certified Financial Planner (CFP)
Proficient in Excel (Intermediate level)

Tamar Securities and its affiliates offer the following benefits:

Competitive Salary
Sign-on Bonus Relocation Assistance
401K, plus match
Profit Sharing
Medical, Dental, Vision, and Term Life Insurance Benefits (all w/ Employer contribution)
Education/Licensure Reimbursement
An opportunity to enroll into the company’s Executive Benefit Programs

Apply now

Apply for Certified Financial Planner

Fields marked with an asterisk (*) are required

First name

Last name

What is your email address?

Your resume

Your file must be a .doc, .pdf, .docx, or .rtf. No larger than 1MB

Save my resume for future job applications and share with employers to headhunt me for new roles

Send my resume for a free review with TopResume

Find out more about TopResume

Add a cover message

Email me similar jobs when they become available

When you apply for a job we will send your application to the named employer, who may contact you. By applying for a job listed on CFP Board Career Center you agree to our terms and conditions and privacy policy. You should never be required to provide bank account details. If you are, please contact us. All emails will contain a link in the footer to enable you to unsubscribe at any time.

Send job

Apply now

Get job alerts

Create a job alert and receive personalized job recommendations straight to your inbox.

Create alert