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Certified Financial Planner

Employer
Tamar Securities LLC
Location
Woodland Hills, California
Salary
$85,000-$120,000 annually + 401K, medical, dental, vision, life
Closing date
May 27, 2024

View more

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

We are searching for a Financial Planner to join our team. We are looking for someone with initiative who can come up with financial solutions and help our clients meet their goals. This is a relationship management position, as you must be able to connect with clients in order for them to continue to trust you with their long-term financial health. Applicants must have a minimum of a bachelor's degree in finance or economics. Applicants with a Certified Financial Planner designation are preferable.

Tamar Securities is proud to offer the following benefits:

  • Competitive Salary
  • Sign-on Bonus
  • Relocation Assistance
  • 401K Match
  • Medical, Dental, Vision, and Aflac Benefits (w/ Employer contribution)
  • Education/Licensure Reimbursement
  • Chance to enroll into the company’s Executive Benefit Program:
  • Target Bonus
  • Deferred Compensation Plan
  • Phantom Equity Program

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