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Financial Advisor Assistant

Job

Tamar Securities, LLC

Remote

Full-Time

Posted 4 days ago (Updated 1 day ago) • Actively hiring

Expires 7/24/2026

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Job Description

Financial Advisor Assistant at Tamar Securities, LLC Financial Advisor Assistant at Tamar Securities, LLC in Huntington Park, California Posted in about 6 hours ago.
Type:
full-time
Job Description:
About the Company Tamar Securities is hiring a Registered Financial Assistant for our team in Woodland Hills, CA. Potential candidates will be working with our team of Financial Advisers to serve our clients efficiently and effectively within the strict confines of fiduciary duty. Our team takes advantage of the benefits of in-person meetings, which most of our clients prefer. Hence, this position does not come with a remote work option. Training and mentoring are offered. About the Role The Registered Financial Assistant will play a crucial role in supporting Financial Advisers and ensuring client satisfaction through high-quality advisement and planning services. Responsibilities Ensuring client satisfaction by providing high-quality advisement and planning service, as directed by Financial Advisers. Assist Financial Advisors in preparing and providing analysis of client portfolios for meetings. Communicating with clients' other professional advisors (Lawyers, CPAs, etc.). Serve as backup to Financial Adviser. Work collaboratively with the rest of the team. Qualifications Bachelor's degree Series 63, 65, 66, or 7 certifications At least 1 year of relevant work experience in financial advising field Hands-on experience with comprehensive financial planning is ideal Strong listening and written communication skills. Strong analytical skills and attention to detail. Required Skills Strong listening and written communication skills. Strong analytical skills and attention to detail. Preferred Skills Hands-on experience with comprehensive financial planning is ideal. Pay range and compensation package Competitive Salary Sign-on Bonus Relocation Assistance 401K Match Medical, Dental, Vision, and Aflac Benefits (w/ Employer contribution) Education/Licensure Reimbursement Chance to enroll in the company's
Executive Benefits Program:
Target Bonus Deferred Compensation Plan Phantom Equity Program Equal Opportunity Statement We are committed to diversity and inclusivity in our hiring practices and encourage all qualified candidates to apply.