JOB DESCRIPTION JOB SUMMARY: CFP, Financial Advisor Associate:
Get Access To a qualified Pool of Clients
Must have a Series 65 and/or 7 Own Your Destiny
Stock Broker / Financial
Seeking to join an Independent, SEC-Registered Investment
(RIA) firm.
Pass the bar (Series 65)
- Young
- Energetic
REQUIREMENTS
1-3 Years Prior Experience of assisting in Asset Gathering, Research, Analysis, and Relationship Management
Series 65 (7 & Agent of Life Insurance optional); Clean U4 a Must
Skilled in Microsoft Office, Excel and Adaptive to Other Proprietary Computer Programs
BS/BA Degree Recommended
PERSONAL QUALITIES DESIRED
Sales Experience
Exceptional Client Relationship Skills
Hardworking, Persistent, Consistent, Entrepreneurial, Self Motivated
WHO WE ARE:
Tamar Securities, LLC is an independent SEC-Registered Investment Advisor (RIA). TAMAR provides wealth management services on an open hybrid platform that includes either fee-based or markup transactions.
TamarSecurities.com
Value Proposition – Own Your Destiny
Tamar Securities seeks to create global asset allocation models; TAF® - Index Fund of Funds, TAM® - Institutional Fund of
Funds, MVS® - Individual Stock Portfolios, TAV - Total Asset Value and FIP® - Fixed Income Portfolios that focus on preservation of capital, long-term asset growth and improved performance in both rising and falling market cycles. Our hands-on investment discipline, emphasizes deeply discounted Fixed Income and Equity securities in "Super Cycles." This discipline attempts to provide clients absolute returns, independent of the market's strength or weakness.
TAMAR STRIVES TO OFFER A BID WANTED SYSTEM THAT INCLUDES:
Vast Access to Institutional Bid-Wanted Inventory
Enhanced Bid/Buy Execution
Enhanced Bid/Sell Execution
Enhanced Transparency
TAMAR STRIVES TO OFFER A CLEARING SYSTEM THAT INCLUDES:
Enhanced Security Through Multiple Clearing Entities
Improved Transparency
ADVANTAGES OF SAME-DAY ALLOCATION
Enhanced Price Execution
Eliminating Middle-Men
PROBLEM: TRADITIONAL BROKER/DEALER EXECUTION FLOW
SOLUTION: TAMAR SECURITES TURNKEY OPERATION PLATFORM
OUR GOAL:
Improved Price Execution
Enhanced Research
Improved Ongoing Investment Monitoring Improved
Transparency
Please, mail a detailed resume including chronological work experience, and educational credentials to the following email address:
Job Type: Full-time
Pay: $65,000.00 - $125,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible schedule
- Health insurance
- Life insurance
- Paid time off
- Paid training
- Professional development assistance
- Referral program
- Relocation assistance
- Retirement plan
- Tuition reimbursement
- Vision insurance
Compensation package:
- Bonus opportunities
- Profit sharing
- Signing bonus
Weekly schedule:
- Choose your own hours
- Monday to Friday
- Weekends as needed
Work setting:
- In-person
- In the field
- Office
Education:
Experience:
- Financial Concepts: 1 year (Preferred)
- Securities Law: 1 year (Required)
License/Certification:
- FINRA License (Preferred)
- CFP (Required)
Work Location: In person