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JOB SUMMARY

Get Access To a qualified Pool of Clients

Own Your Destiny

High Payout and Equity stake. Stock Broker / Financial Advisor with or without an existing book of business seeking to join an Independent, SEC-Registered Investment Advisory (RIA) firm.

REQUIREMENTS

  • 3 Years Prior Experience of Asset Gathering, Research, Analysis, and Relationship Management
  • Series 65 & 63 (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.

ADVANTAGES FINANCIAL ADVISORS SHOULD EXPECT:

  • Lower Execution costs of Equity, Fixed Income, and Cash Management Assets.
  • Access to Institutional Bid/Offer Pricings of primarily Fixed Income and Cash Management.
  • Access to Institutional Mutual Funds, Independent Research Firms, Boutique Investment Managers, Hedge Funds, and Private Equity Firms.
  • Assess to consolidated reporting from multiple financial institutions.
  • Client asset protection above the standard SIPC coverage per client’s account.
  • Cost control for clients such as no IRA fees, no inactivity fees, no transfer fees, etc.
  • No “Red Tape.”

TAMAR STRIVES TO OFFER A BID WANTED SYSTEM THAT INCLUDES:

  • Vast Access to Institutional Bid-Wanted Inventory
  • Improved Bid/Buy Execution
  • Improved Bid/Sell Execution
  • Improved Transparency

TAMAR STRIVES TO OFFER A CLEARING SYSTEM THAT INCLUDES:

  • Improved Security Through Multiple Clearing Entities
  • Improved Transparency

ADVANTAGES OF SAME-DAY ALLOCATION

  • Eliminating Profit Centers (Markup-Based Transactions)
PROBLEM: TRADITIONAL BROKER/DEALER EXECUTION FLOWSOLUTION: TAMAR SECURITIES TURNKEY OPERATION PLATFORM

OUR GOAL:

  • Improved Price Execution
  • Improved Research
  • Improved Ongoing Investment Monitoring
  • Improved Transparency

Please, mail a detailed
resume including chronological
work experience, and educational
credentials to the following address:

Roberta Taylor
Administrative Director
Info@tamarsecurities.com
21031 Ventura Blvd. #1101
Woodland Hills, CA 91364