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