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Certified Financial Planner

Company: Tamar Securities LLC
Location: Pasadena
Posted on: November 21, 2022

Job Description:

Job Description TAMAR SECURITIES, LLC (hereinafter "TSL", "TAMAR SECURITIES" and/or the "Firm") an independent SEC-Registered Investment Advisor (RIA), seeks to create Global Asset Allocation models that focus on the preservation of capital, long-term asset growth, and*superior performance in both rising and falling market cycles.
Financial Planner Job Summary
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 an MBA and the Certified Financial Planner designation are preferable.
Financial Planner Duties and Responsibilities
Provide financial advice or solutions based on client needs and goals
Develop long-term client relationships
Consistently build your portfolio of clients
Attend consultation meetings
Identify new financial opportunities
3 Years Prior Experience in Asset Gathering, Research, and Analysis
Relationship Management
Skilled in Microsoft Office, Excel, and Adaptive to Other Proprietary Computer Programs
Financial Planner Requirements and Qualifications
Bachelor's degree preferred in finance, economics, or a related field
MBA (preferred)
Certified Financial Planner credentials
Expert knowledge of financial market trends
Communication skills
Series 65, 63, or Series 7
Experience working with Trusts & Wills
Having and maintaining a positive and energetic demeanor
Company Description WE ARE A WEALTH MANAGMENT FIRM LOOKING FOR GREAT CANIDATES TO JUMP ON BOARD WITH US. THIS IS A LIFE CHANGING POSITION WITH ALOT OF OPPORTUNITY AND ADVANCEMENT WITHIN THE FIRM. GREAT PLACE TO WORK!!!

Keywords: Tamar Securities LLC, Pasadena , Certified Financial Planner, Other , Pasadena, California

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