Tamar Securities, LLC

About the Company
TAMAR SECURITIES, LLC is an independent SEC–Registered Investment Advisory Firm helping high–net–worth Private Wealth Clients and First Responders invest for the future. Furthermore,
911 Financial Services™ and FirefightersUnited® are the two individual divisions of Tamar Securities, LLC formed to meet the diverse needs of the first responder community.
Overview
Join our dynamic team as a Registered Client Service Associate and become a vital part of delivering exceptional financial services to our clients. In this energetic role, you will serve as a trusted point of contact, providing personalized support and ensuring seamless communication between clients and our financial advisors. Your expertise will help clients navigate complex financial concepts, estate planning, and investment management strategies with confidence. This position offers an exciting opportunity to grow your career in a fast-paced environment dedicated to client success and financial empowerment.
Duties
<ul>
<li>Act as the primary liaison for clients, addressing inquiries related to estate planning, securities law, tax strategies, wills, trusts, and estate law</li>
<li>Assist clients with financial sales processes, including onboarding new accounts and explaining investment options</li>
<li>Support the preparation and review of financial analysis reports, cash management plans, and wealth management strategies</li>
<li>Maintain accurate client records using customer relationship management (CRM) software and ensure compliance with banking and securities regulations</li>
<li>Collaborate with advisors to coordinate portfolio management activities and provide updates on investment performance</li>
<li>Conduct research on financial concepts, asset management trends, and technical accounting standards to inform client recommendations</li>
<li>Facilitate communication between clients and internal teams to ensure timely resolution of issues and smooth service delivery</li>
</ul>
Requirements
<ul>
<li>Bachelor's Degree</li>
<li>Series 65 is required<ul>
<li>63, 66, or 7 certifications in addition is desired</li>
</ul>
</li>
<li>Clean U4</li>
</ul>
Qualifications
<ul>
<li>Strong listening and written communication skills</li>
<li>Strong knowledge of estate planning, wills, trusts &amp; estate law, and securities law</li>
<li>Experience in financial sales, financial analysis, and financial services industry practices</li>
<li>Proficiency in financial software applications and research tools used in wealth management and asset management</li>
<li>Solid understanding of tax principles, corporate accounting, public accounting, and technical accounting standards</li>
<li>Excellent math skills with the ability to interpret complex financial data accurately</li>
<li>Demonstrated ability to manage customer relationships effectively within banking or investment environments</li>
<li>Prior experience in investment management, cash management, or portfolio management is highly desirable</li>
</ul>
This role is ideal for motivated individuals eager to develop expertise across a broad spectrum of financial concepts while delivering outstanding service. If you thrive in a fast-moving setting that values precision, transparency, and client focus—this is your opportunity to make a meaningful impact!
Pay: $57,000.00 - $90,000.00 per year
The compensation range for this position is determined based on several factors, including but not limited to education, certifications, relevant experience, skills, qualifications, and overall fit for the role.
Work Location: In person - Woodland Hills, CA.
Pay range and compensation package
<ul>
<li>Competitive Salary</li>
<li>Sign-on Bonus</li>
<li>Relocation Assistance</li>
<li>401K Match</li>
<li>Medical, Dental, Vision, and Aflac Benefits (w/ Employer contribution)</li>
<li>Education/Licensure Reimbursement</li>
<li>Chance to enroll in the company’s Executive Benefits Program:</li>
<li>Target Bonus</li>
<li>Deferred Compensation Plan</li>
<li>Phantom Equity Program</li>
</ul>
Equal Opportunity Statement
We are committed to diversity and inclusivity in our hiring practices and encourage all qualified candidates to apply.

Registered Financial Associate

Registered Financial Associate

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