Financial Advisor (Independent)

San Blas Securities; Tampa (FL); Remote; USD 60,000 - 120,000; Full time

Job summary

A leading investment bank is seeking a Financial Advisor to join their team. This remote role offers a competitive commission-based compensation package and the chance to leverage existing client relationships. Ideal candidates will have a strong work ethic and a proven track record in financial advising.

Benefits

Competitive commission-based compensation

Onboarding incentives

Forgivable transition loans

Qualifications

• 5+ years of proven success in financial advising.
• Portable existing relationships with institutional investors.

Responsibilities

• Join a growing team of financial advisors.
• Leverage an existing network of institutional clients.

Skills

Self-starter

Strong work ethic

Education

Series 7 license

Series 63 license

Job description

Join to apply for the Financial Advisor (Independent) role at San Blas Securities.

About San Blas Securities: San Blas Securities is a rapidly growing, full-service investment bank and independent advisor network. We are dedicated to providing our advisors and their clients with exceptional service and innovative financial solutions. We foster a collaborative and supportive work environment where our employees can thrive and grow professionally. Privately owned, well-capitalized, and with a strong balance sheet for our size, we have an experienced senior management team and over $1 billion of customer assets under management. We offer top-tier clearing, custody, and technology, along with highly competitive payouts (80% to 90%+ for independents), onboarding incentives including upfront forgivable transition loans, and fees below industry norms.

Position Summary: We are seeking highly motivated and results-oriented advisors to join our growing team. The ideal candidate will have a proven track record of success. This role offers a competitive commission-based compensation package, onboarding incentives, the opportunity to leverage an existing network of institutional clients, and the chance to be part of a dynamic organization.

Qualifications:

1. 5+ years of proven success
2. Series 7 (6) and 63 licenses are required
3. Self-starter with a strong work ethic and ability to work independently
4. Portable existing relationships with institutional investors are required

San Blas Securities is an Equal Opportunity Employer. This is a remote (work from home/own office) position.