Financial Advisor

The Financial Advisor at Tamar Securities LLC will evaluate clients' financial needs, craft tailored plans, and guide investment choices to foster durable relationships and informed decision-making.

Overview

We seek professionals ready to embark on a new career path with strong growth potential. A proven track record of success, self-motivation, and relationship-building skills are highly valued. The role emphasizes establishing long-term client connections and delivering steady, client-focused service.

Responsibilities

• Assess clients’ financial needs, goals, and risk tolerance through in-depth consultations
• Develop comprehensive financial plans addressing investments, retirement, estate planning, and insurance options
• Recommend appropriate financial products and services using advanced financial software tools
• Monitor client portfolios regularly and adjust as needed to optimize performance and align with evolving objectives
• Educate clients on market trends, investment strategies, and financial best practices to support informed decision-making
• Maintain accurate records of client interactions, transactions, and plan updates in compliance with regulatory standards
• Stay current with industry regulations, market developments, and new software features to enhance service delivery

Requirements

• Minimum three years of experience in asset gathering, research, analysis, and relationship management
• Licensing: Series 65 and Series 63 required; Series 7 license and Life Insurance license optional; must have a clean U4
• Proficiency in Microsoft Office and Excel; able to adapt to proprietary software platforms
• Bachelor's degree recommended

Benefits

• 401(k)
• Dental insurance
• Health insurance
• Life insurance
• Vision insurance

Pay

Salary: USD 75,000 - 100,000 per year

Work Location

Onsite in Woodland Hills, CA