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This position requires a CFP® certification and focuses on communicating with clients and responding to their needs.
Tamar Securities is hiring a Client Onboarding Coordinator for our team in Woodland Hills, CA.
Tamar Securities is hiring a Registered Financial Assistant for our team in Woodland Hills, CA.
We are seeking a detail-oriented and experienced Wealth Planner to own and drive the financial planning process for our clients.
Experience what it is like to serve the financial needs of high net worth individuals and families through comprehensive wealth management.