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
Feb 28, 2024

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

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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